- What are the top holdings of BARUX?
- Baron Asset Fund Class R6 holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does BARUX have?
- BARUX holds — positions as reported by the fund's most recent disclosure.
- What sectors does BARUX invest in?
- Baron Asset Fund Class R6 (BARUX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BARUX most exposed to?
- BARUX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BARUX a US-only fund?
- The country allocation card on this page shows BARUX'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 BARUX invest in?
- This fund aims to achieve long-term capital growth primarily by investing in mid-sized companies. It seeks out businesses that are either considered undervalued or possess strong prospects for future expansion. The fund’s strategy involves holding common stock, specifically equity securities, of U.S. mid-sized growth-focused enterprises for an extended duration. BAMCO, Inc., acting as the fund's advisor, defines mid-sized companies based on their market capitalization at the point of acquisition. These are firms whose market value exceeds $2.5 billion (or surpasses the smallest market capitalization of any stock included in the Russell Midcap Growth Index during its reconstitution, whichever figure is higher). Additionally, their market capitalization must remain below that of the largest stock within the same Russell Midcap Growth Index at the time of its reconstitution.
