- What are the top holdings of BARAX?
- A machine-readable holdings disclosure for Baron Asset Fund Retail Class (BARAX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does BARAX invest in?
- Baron Asset Fund Retail Class (BARAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BARAX most exposed to?
- BARAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BARAX a US-only fund?
- The country allocation card on this page shows BARAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does BARAX invest in?
- The fund aims for long-term growth primarily through investments in common stock, focusing on mid-sized U.S. companies with growth potential. BAMCO, Inc., acting as the Adviser, outlines its criteria for "mid-sized companies" at the time of purchase: they must possess a market capitalization greater than $2.5 billion, or exceed the market capitalization of the smallest stock in the Russell Midcap Growth Index at reconstitution (whichever of these two thresholds is larger). Furthermore, their market capitalization must remain below that of the largest stock in the Russell Midcap Growth Index during the same reconstitution period.
