Baron Opportunity Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 38.91 percent over the past year, 14.22 percent over the past three years, 28.56 percent over the past five years, and 11.36 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 6.0%
1 Year 38.9%
3 Years (Annualized) 14.2%
5 Years (Annualized) 28.6%
10 Years (Annualized) 11.4%

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Summary

The investment seeks capital appreciation through investments primarily in growth companies that benefit from technology advances. The fund invests primarily in equity securities in the form of common stock of high growth businesses selected for their capital appreciation potential. It will invest at least 65% of its assets in equity securities of companies with market capitalizations between $1 billion and $15 billion at the time of purchase. The Adviser may invest in companies in any sector or industry that it believes will benefit from innovations and advances in technology.

Fees

Fees are Low compared to funds in the same category.
Baron Opportunity Fund has an expense ratio of 1.11 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Baron Capital Group Funds