Funds Offered by  

57 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
BARAXBaron Asset Fund Retail ClassMutual fund06/12/1987US EquityBroad marketMid capActively managed1.00 1.31%Analyze
BARIXBaron Asset Fund Institutional ClassMutual fund06/12/1987US EquityBroad marketMid capActively managed1.00 0.00%Analyze
BARUXBaron Asset Fund Class R6Mutual fund01/29/2016US EquityBroad marketMid capActively managed1.00 1.05%Analyze
BDAFXBaron Durable Advantage Fund Retail SharesMutual fund12/29/2017US Equity Broad marketLarge capActively managed1.00 0.95%Analyze
BDAIXBaron Durable Advantage Fund Institutional SharesMutual fund12/29/2017US Equity Broad marketLarge capActively managed1.00 0.70%Analyze
BDAUXBaron Durable Advantage Fund R6 SharesMutual fund12/29/2017US Equity Broad marketLarge capActively managed1.00 0.70%Analyze
BDFFXBaron Discovery Fund Retail SharesMutual fund09/30/2013US Equity Broad marketSmall capActively managed1.00 1.35%Analyze
BDFIXBaron Discovery Fund Institutional SharesMutual fund09/30/2013US Equity Broad marketSmall capActively managed1.00 1.10%Analyze
BDFUXBaron Discovery Fund R6 SharesMutual fund08/31/2016US Equity Broad marketSmall capActively managed1.00 1.09%Analyze
BENFXBaron Energy and Resources Fund Retail SharesMutual fund12/30/2011US Equity Single sectorEnergyActively managed1.00 0.00%Analyze
BENIXBaron Energy and Resources Fund Institutional SharesMutual fund12/30/2011US Equity Single sectorEnergyActively managed1.00 0.00%Analyze
BENUXBaron Energy and Resources Fund R6 SharesMutual fund06/14/2021US Equity Single sectorEnergyActively managed1.00 0.00%Analyze
BEXFXBaron Emerging Markets Fund Retail SharesMutual fund12/31/2010Global EquityEmerging marketsLarge and mid capActively managed1.00 1.36%Analyze
BEXIXBaron Emerging Markets Fund Institutional SharesMutual fund12/31/2010Global EquityEmerging marketsLarge and mid capActively managed1.00 1.10%Analyze
BEXUXBaron Emerging Markets Fund Class R6Mutual fund01/29/2016Global EquityEmerging marketsLarge and mid capActively managed1.00 1.09%Analyze
BFGFXBaron Focused Growth Fund Retail SharesMutual fund06/30/2008US EquityBroad marketMid capActively managed1.00 1.35%Analyze
BFGIXBaron Focused Growth Fund Institutional SharesMutual fund05/29/2009US EquityBroad marketMid capActively managed1.00 0.00%Analyze
BFGUXBaron Focused Growth Fund R6 SharesMutual fund08/31/2016US EquityBroad marketMid capActively managed1.00 1.10%Analyze
BFIIXBaron FinTech Fund Institutional SharesMutual fund12/31/2019US Equity Single sectorInformation TechnologyActively managed1.00 0.00%Analyze
BFINXBaron FinTech Fund Retail SharesMutual fund12/31/2019US Equity Single sectorInformation TechnologyActively managed1.00 1.20%Analyze
BFIUXBaron FinTech Fund R6 SharesMutual fund12/31/2019US Equity Single sectorInformation TechnologyActively managed1.00 0.95%Analyze
BFTHXBaron Fifth Avenue Growth Fund Retail ClassMutual fund04/30/2004US Equity Broad marketLarge capActively managed1.00 1.00%Analyze
BFTIXBaron Fifth Avenue Growth Fund Institutional ClassMutual fund04/30/2004US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
BFTUXBaron Fifth Avenue Growth Fund Class R6Mutual fund01/29/2016US Equity Broad marketLarge capActively managed1.00 0.75%Analyze
BGAFXBaron Global Advantage Fund Retail SharesMutual fund04/30/2012Global EquityGlobalLarge capActively managed1.00 1.15%Analyze
BGAIXBaron Global Advantage Fund Institutional SharesMutual fund04/30/2012Global EquityGlobalLarge capActively managed1.00 0.90%Analyze
BGLUXBaron Global Advantage Fund R6 SharesMutual fund06/14/2021Global EquityGlobalLarge capActively managed1.00 0.90%Analyze
BGRFXBaron Growth Fund Retail SharesMutual fund12/30/1994US EquityBroad marketMid capActively managed1.00 1.29%Analyze
BGRIXBaron Growth Fund Institutional SharesMutual fund12/30/1994US EquityBroad marketMid capActively managed1.00 1.03%Analyze
BGRUXBaron Growth Fund Class R6Mutual fund01/29/2016US EquityBroad marketMid capActively managed1.00 1.04%Analyze
BHCFXBaron Health Care Fund Retail SharesMutual fund04/30/2018US Equity Single sectorHealth careActively managed1.00 1.10%Analyze
BHCHXBaron Health Care Fund Institutional SharesMutual fund04/30/2018US Equity Single sectorHealth careActively managed1.00 0.85%Analyze
BHCUXBaron Health Care Fund R6 SharesMutual fund04/30/2018US Equity Single sectorHealth careActively managed1.00 0.85%Analyze
BIGFXBaron International Growth Fund Retail SharesMutual fund12/31/2008Global Equity Developed markets ex-USLarge capActively managed1.00 1.20%Analyze
BIGUXBaron International Growth Fund R6 SharesMutual fund08/31/2016Global Equity Developed markets ex-USLarge capActively managed1.00 0.95%Analyze
BINIXBaron International Growth Fund Institutional SharesMutual fund12/31/2008Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
BIOIXBaron Opportunity Fund Institutional ClassMutual fund02/29/2000US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
BIOPXBaron Opportunity Fund Retail ClassMutual fund02/29/2000US Equity Broad marketLarge capActively managed1.00 1.37%Analyze
BIOUXBaron Opportunity Fund R6 SharesMutual fund08/31/2016US Equity Broad marketLarge capActively managed1.00 1.08%Analyze
BNAFXBaron New Asia Fund Retail SharesMutual fund04/30/2021Actively managed1.00 0.00%Analyze
BNAIXBaron New Asia Fund Institutional SharesMutual fund04/30/2021Actively managed1.00 0.00%Analyze
BNAUXBaron New Asia Fund Fund R6 SharesMutual fund04/30/2021Actively managed1.00 0.00%Analyze
BPTIXBaron Partners Fund Institutional SharesMutual fund05/29/2009US EquityBroad marketMid capActively managed1.00 0.00%Analyze
BPTRXBaron Partners Fund Retail SharesMutual fund04/30/2003US EquityBroad marketMid capActively managed1.00 1.79%Analyze
BPTUXBaron Partners Fund R6 SharesMutual fund08/31/2016US EquityBroad marketMid capActively managed1.00 1.96%Analyze
BREFXBaron Real Estate Fund Retail SharesMutual fund12/31/2009US EquitySingle sectorReal estateActively managed1.00 1.32%Analyze
BREIXBaron Real Estate Fund Institutional SharesMutual fund12/31/2009US EquitySingle sectorReal estateActively managed1.00 1.06%Analyze
BREUXBaron Real Estate Fund Class R6Mutual fund01/29/2016US EquitySingle sectorReal estateActively managed1.00 1.07%Analyze
BRIFXBaron Real Estate Income Fund Retail SharesMutual fund12/29/2017US EquitySingle sectorReal estateActively managed1.00 1.05%Analyze
BRIIXBaron Real Estate Income Fund Institutional SharesMutual fund12/29/2017US EquitySingle sectorReal estateActively managed1.00 0.80%Analyze
BRIUXBaron Real Estate Income Fund R6 SharesMutual fund12/29/2017US EquitySingle sectorReal estateActively managed1.00 0.80%Analyze
BSCFXBaron Small Cap Fund Retail ClassMutual fund09/30/1997US Equity Broad marketSmall capActively managed1.00 1.30%Analyze
BSCUXBaron Small Cap Fund Class R6Mutual fund01/29/2016US Equity Broad marketSmall capActively managed1.00 1.05%Analyze
BSFIXBaron Small Cap Fund Institutional ClassMutual fund09/30/1997US Equity Broad marketSmall capActively managed1.00 1.04%Analyze
BWBFXBaron WealthBuilder Fund Retail SharesMutual fund12/29/2017US EquityBroad marketMid capActively managed1.00 1.41%Analyze
BWBIXBaron WealthBuilder Fund Institutional SharesMutual fund12/29/2017US EquityBroad marketMid capActively managed1.00 1.16%Analyze
BWBTXBaron WealthBuilder Fund TA SharesMutual fund12/29/2017US EquityBroad marketMid capActively managed1.00 1.23%Analyze
TOTAL57

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