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Baron Opportunity Retail (BIOPX)

61.69 -0.05 (-0.08%)

At close: 8:07:32 PM EDT

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Previous Close 61.74
YTD Return 16.47%
Expense Ratio 1.31%
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

Trailing returns as of 10/27/2026.

YTD Return

BIOPX

16.47%

Category

0.00%

1-Year Return

BIOPX

21.78%

Category

0.00%

3-Year Return

BIOPX

30.81%

Category

0.00%

5-Year Return

BIOPX

11.34%

Category

0.00%

BPTRX Baron Partners Retail

280.49 -1.12%

BFTHX Baron Fifth Avenue Growth Retail

75.61 -0.03%

BGAFX Baron Global Opportunity Retail

60.83 0.00%

BFGFX Baron Focused Growth Retail

64.55 -0.71%

BARAX Baron Asset Retail

93.69 -0.05%

Sector Weightings

Sector BIOPX

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%

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Baron Opportunity Retail (BIOPX)

-1.95%

12.51%

14.16%

14.26%

8.95%

32.01%

280.33%

516.90%

Baron Opportunity Retail Overview Baron Capital Group, Inc.

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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Holdings

Sector Weightings

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