- What does BIOIX invest in?
- This investment vehicle primarily commits capital to common equities issued by fast-growing American companies, irrespective of their market valuation, identified for their robust potential for value growth. The portfolio manager holds the prerogative to back enterprises across diverse economic sectors and industries, particularly those perceived to gain considerably from pioneering technological developments and innovation.
- What is the expense ratio of BIOIX?
- Baron Opportunity Fund Inst Shs (BIOIX) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BIOIX?
- Baron Opportunity Fund Inst Shs (BIOIX) manages $2.31B 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 BIOIX actively managed or an index fund?
- BIOIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BIOIX launched?
- Baron Opportunity Fund Inst Shs (BIOIX) launched in May 2009 and is managed by Baron.
- How has BIOIX performed?
- BIOIX'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.