Morningstar

Baron Capital Mutual Funds

View all of Baron Capital’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Baron Capital Mutual Funds List

1 to 25 of 51 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Baron Focused Growth Fund Retail SharesBFGFXMid-Cap Growth
7.30%521.310%HighNo Load$2,000
Baron Real Estate Income Fund Institutional SharesBRIIXReal Estate
5.02%710.800%Below AverageInstitutional$1M
Baron Real Estate Income Fund Retail SharesBRIFXReal Estate
4.81%721.050%AverageNo Load$2,000
Baron Real Estate Income Fund R6 SharesBRIUXReal Estate
5.02%700.800%Below AverageRetirement, Large$5M
Baron Focused Growth Fund R6 SharesBFGUXMid-Cap Growth
7.50%501.050%HighRetirement, Large$5M
Baron Focused Growth Fund Institutional SharesBFGIXMid-Cap Growth
7.51%491.050%HighInstitutional$1M
Baron Opportunity Fund Retail ClassBIOPXLarge Growth
19.02%191.310%HighNo Load$2,000
Baron Opportunity Fund R6 SharesBIOUXLarge Growth
19.23%181.040%HighRetirement, Large$5M
Baron Real Estate Fund Retail SharesBREFXReal Estate
−7.92%971.320%Above AverageNo Load$2,000
Baron Real Estate Fund Class R6BREUXReal Estate
−7.76%961.050%HighRetirement, Large$5M
Baron Real Estate Fund Institutional SharesBREIXReal Estate
−7.73%961.050%Above AverageInstitutional$1M
Baron Durable Advantage Fund R6 SharesBDAUXLarge Growth
7.04%770.700%Above AverageRetirement, Large$5M
Baron Opportunity Fund Institutional ClassBIOIXLarge Growth
19.25%181.050%HighInstitutional$1M
Baron Durable Advantage Fund Institutional SharesBDAIXLarge Growth
7.07%770.700%AverageInstitutional$1M
Baron Asset Fund Retail ClassBARAXMid-Cap Growth—4.95%671.310%HighNo Load$2,000
Baron Fifth Avenue Growth Fund Class R6BFTUXLarge Growth
21.26%130.750%HighRetirement, Large$5M
Baron Global Opportunity Fund Institutional SharesBGAIXGlobal Large-Stock Growth
26.82%20.900%AverageInstitutional$1M
Baron Discovery Fund Retail SharesBDFFXSmall Growth
2.83%861.330%Above AverageNo Load$2,000
Baron Global Opportunity Fund R6 SharesBGLUXGlobal Large-Stock Growth
26.79%30.900%HighRetirement, Large$5M
Baron Global Opportunity Fund Retail SharesBGAFXGlobal Large-Stock Growth
26.57%31.150%Above AverageNo Load$2,000
Baron Asset Fund Institutional ClassBARIXMid-Cap Growth—5.16%661.050%HighInstitutional$1M
Baron Discovery Fund Institutional SharesBDFIXSmall Growth
3.04%851.050%Above AverageInstitutional$1M
Baron Small Cap Fund Institutional ClassBSFIXSmall Growth
−2.67%951.060%HighInstitutional$1M
Baron Asset Fund Class R6BARUXMid-Cap Growth—5.15%661.050%HighRetirement, Large$5M
Baron International Growth Fund Retail SharesBIGFXForeign Large Growth
11.87%191.210%HighNo Load$2,000

Baron Capital Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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