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    Baron Opportunity Fund (BIOIX)

    68.76 -0.22 (-0.32%)
    At close: 5:48:17 PM EDT
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    • Previous Close 68.98
    • YTD Return 9.60%
    • Expense Ratio 0.00%
    • Category Large Growth
    • Last Cap Gain 56.00
    • Morningstar Rating
    • Morningstar Risk Rating --
    • Net Assets 1.97B
    • Beta (5Y Monthly) 1.31
    • Yield 0.00%
    • 5y Average Return --
    • Holdings Turnover 30.00%
    • Last Dividend --
    • Inception Date May 29, 2009

    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

    Large Growth

    Fund Category

    1.97B

    Net Assets

    2009-05-29

    Inception Date

    More about Baron Opportunity Fund

    Performance Overview

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    Trailing returns as of 6/15/2026. Category is Large Growth.

    YTD Return

    BIOIX
    9.60%
    Category
    12.38%

    1-Year Return

    BIOIX
    29.32%
    Category
    41.70%

    3-Year Return

    BIOIX
    28.76%
    Category
    22.56%

    5-Year Return

    BIOIX
    11.39%
    Category
    21.98%

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    Holdings

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    Top 8 Holdings (46.27% of Total Assets)

    Symbol Company % Assets
    NVIDIA Corporation 13.27%
    Broadcom Inc. 6.29%
    Amazon.com, Inc. 6.25%
    Tesla, Inc. 5.41%
    Spotify Technology S.A. 3.97%
    Meta Platforms, Inc. 3.86%
    Alphabet Inc. 3.81%
    Eli Lilly and Company 3.41%

    Sector Weightings

    Sector BIOIX
    Technology 49.93%
    Consumer Cyclical 14.93%
    Communication Services 13.95%
    Healthcare 10.73%
    Financial Services 5.06%
    Industrials 3.77%
    Real Estate 1.63%
    Basic Materials 0.00%
    Consumer Defensive 0.00%
    Utilities 0.00%
    Energy 0.00%
    View More

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