- What are the top holdings of BARIX?
- Baron Asset Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does BARIX have?
- BARIX holds — positions as reported by the fund's most recent disclosure.
- What sectors does BARIX invest in?
- Baron Asset Fund (BARIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BARIX most exposed to?
- BARIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BARIX a US-only fund?
- The country allocation card on this page shows BARIX'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 BARIX invest in?
- This fund aims for long-term growth by primarily investing in common stocks (equities) of U.S. mid-sized growth companies. The adviser, BAMCO, Inc., delineates "mid-sized" companies by specific market capitalization rules: at the point of acquisition, a company's market value must be greater than $2.5 billion or exceed the smallest market cap stock in the Russell Midcap Growth Index after its reconstitution, choosing the higher of these two figures. Additionally, its market capitalization must be less than that of the largest stock in the Russell Midcap Growth Index following reconstitution.
