Baron Opportunity Fund Inst Shs

Frequently Asked Questions About BIOIX

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) is one share class of a fund that manages $2.16B across all of its share classes (BIOPX reports the same total). Our data does not carry the assets of this share class alone. 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BIOIX's is 1.05%) in exchange for the discretion to over- or under-weight positions.

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.