Baron Health Care Fund Retail Shares

Frequently Asked Questions About BHCFX

What does BHCFX invest in?

Ordinarily, this fund dedicates a minimum of 80% of its total assets to common stock of companies operating within the healthcare industry. These target companies are involved in various aspects of the sector, including the creation, advancement, manufacturing, commercialization, distribution, or provision of healthcare-related goods and services. The fund's investment advisor applies a distinct set of standards to determine which issuers fall under this healthcare classification. Notably, this fund maintains a non-diversified portfolio.

What is the expense ratio of BHCFX?

Baron Health Care Fund Retail Shares (BHCFX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BHCFX?

Baron Health Care Fund Retail Shares (BHCFX) manages $116.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BHCFX actively managed or an index fund?

BHCFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BHCFX launched?

Baron Health Care Fund Retail Shares (BHCFX) launched in April 2018 and is managed by Baron.

How has BHCFX performed?

BHCFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.