Best baron mutual funds

    • What are the best Baron Funds?

      Listed below are some of our favorite Baron funds. Baron Asset ( BARAX) is a diversified mid-cap growth fund managed by Andrew Peck. The largest holding is Gartner ( IT ), the leading research outfit in the tech sector worldwide, which Asset has held since 2007.


    • Does Baron invest in growth?

      Baron only invests in businesses that it believes can double in market value in five to six years, which implies compounded growth of 15% per year. Several Baron funds, including Growth and Focused Growth, have achieved the 15% annualized threshold in returns over decades (the stock market has returned about 10% over the long haul).


    • Who are Barron's best mutual fund families?

      Other featured articles include more on mutual funds and Barron's latest picks and pans. In a year marked by change, Natixis, Pimco, State Street and American Funds topped the annual ranking of the top mutual fund families, according to the latest Barron'scover story.


    • What is performance for Baron Partners Fund?

      Performance for Baron Partners Fund reflects the actual fees and expenses that were charged when the Fund was a partnership. The predecessor partnership charged a 20% performance fee after reaching a certain performance benchmark. If the annual returns for the Fund did not reflect the performance fees the returns would be higher.


    • [PDF File]Loves Tesla This Best Mutual Fund Awards Winner Still

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      ries of IBD’s Best Mutual Funds 2022 Awards. That includes the No. 1 spot on the wide-ranging U.S. Diversified Stock Funds list — for the second year in a row. But don’t think it was easy. The past two years “were shockingly different,” said Mi-chael Baron, who co-manages Baron Partners Retail (BPTRX) along with his father, Ron Bar-


    • [PDF File]Baron Partners Fund Ranked Best U.S. Diversified Mutual Fund ...

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      March 25, 2021--Baron Capital is pleased to announce that Investor’s Business Daily’s (IBD) 2021 Best Mutual Funds Awards has ranked the Baron Partners Fund (BPTRX, BPTIX) as the top fund among its list of Best U.S. Diversified Mutual Funds for 2020. The Fund is managed by Ron Baron and Michael Baron.


    • [PDF File]Baron Funds

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      tual funds available? Our report on the seventh annual IBD Best Mutual Funds 2022 Awards can make your search for a fund a lot easier. Each award-winning fund has beat its bench- mark — the S&P 500 for stock funds — for the past one, three, five and 10 years, showing it out- performed in recent market conditions as well as over the longer ...


    • [PDF File]Baron WealthBuIlDer FunD

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      and ETFs year-to-date as of the end of June. At the same time, bond funds received even bigger net inflows–around $386 billion since the start of the year, as shown on the chart below. Money Is Flowing Back to Equities Cumulative Annual Net Flows in Long-Term Mutual Funds and ETFs (billions)-$200-$395 $148 $459 $446 $386-$500-$300-$100 $100 ...


    • [PDF File]Baron WealthBuilder Fund Top 10 Holdings of the Combined ...

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      number of Baron mutual funds (the “Underlying Funds”), representing specific investment strategies. The Fund can invest in funds holding U.S. and international stocks; small-cap, small to mid-cap, large-cap, all-cap stocks; and specialty stocks. Each of the Underlying Funds has its own investment risks, and


    • [PDF File]Baron Perspective

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      Jun 30, 2021 ·


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