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    Baron Opportunity Instl (BIOIX)

    67.70 +1.61 (+2.44%)
    At close: 8:10:10 AM EDT
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    • Previous Close 66.09
    • YTD Return 16.69%
    • Expense Ratio 1.05%
    • Category --
    • Last Cap Gain 56.00
    • Morningstar Rating
    • Morningstar Risk Rating --
    • Net Assets 2.16B
    • Beta (5Y Monthly) 1.34
    • Yield 0.00%
    • 5y Average Return --
    • Holdings Turnover 30.00%
    • Last Dividend --
    • Inception Date Feb 29, 2000

    The fund invests primarily in equity securities in the form of common stock of U.S. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the adviser believes will benefit from innovations and advances in technology.

    Baron Capital Group, Inc.

    Fund Family

    --

    Fund Category

    2.16B

    Net Assets

    2000-02-29

    Inception Date

    More about Baron Opportunity Instl

    Performance Overview

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    Trailing returns as of 10/20/2026.

    YTD Return

    BIOIX
    16.69%
    Category
    0.00%

    1-Year Return

    BIOIX
    22.09%
    Category
    0.00%

    3-Year Return

    BIOIX
    31.14%
    Category
    0.00%

    5-Year Return

    BIOIX
    11.62%
    Category
    0.00%

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    Holdings

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    Top 10 Holdings (59.51% of Total Assets)

    Symbol Company % Assets
    Space Exploration Technologies Corp. 16.46%
    NVIDIA Corporation 12.86%
    Broadcom Inc. 4.73%
    Amazon.com, Inc. 4.71%
    Alphabet Inc. 4.20%
    Tesla, Inc. 3.86%
    Meta Platforms, Inc. 3.54%
    Spotify Technology S.A. 3.36%
    Eli Lilly and Company 3.22%
    Taiwan Semiconductor Manufacturing Company Limited 2.58%

    Sector Weightings

    Sector BIOIX
    Technology 44.49%
    Industrials 21.01%
    Communication Services 11.24%
    Consumer Cyclical 9.54%
    Healthcare 8.91%
    Financial Services 3.60%
    Real Estate 0.78%
    Utilities 0.44%
    Basic Materials 0.00%
    Consumer Defensive 0.00%
    Energy 0.00%
    View More

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