Baron Capital Group Mutual Funds List
Here you can find all mutual funds issued by Baron Capital Group and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.32%
- Avg. 1 Year Return
- 19.52%
- Avg. 5 Year Return
- 10.21%
- Median Risk/Return Score
- 22 / 100
Baron Capital Group Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | May 29, 2009 | 1.03% | -3.17% | 10.87% | 10.93% | 3 | ||||||||
| Baron Durable Advantage Fund Retail Shares | Large Cap Growth Equities | Dec 29, 2017 | 0.95% | 6.76% | — | 0.00% | 22 |
Explore top Baron Capital Group Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Baron Capital Group Mutual funds by Risk/Return Score
The top Baron Capital Group Mutual funds by PortfoliosLab Risk/Return Score are BDAFX (22) and BARIX (3).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Baron Durable Advantage Fund Retail Shares | 22 | — | Dec 2017 | |
| Baron Asset Fund Institutional Class | 3 | — | May 2009 |
Best-Performing Baron Capital Group Mutual funds Over 5 Years
The top Baron Capital Group Mutual funds is BDAFX (15.20%).
Across the lineup, Baron Capital Group Mutual funds show an average 1-year return of 19.52% and an average 5-year return of 10.21%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Baron Durable Advantage Fund Retail Shares | 15.20% | — | Dec 2017 | |
| Baron Asset Fund Institutional Class | 2.14% | — | May 2009 |
Lowest-Cost Baron Capital Group Mutual funds
The top Baron Capital Group Mutual funds is BDAFX (0.95%).
With an average expense ratio of 1.32%, Baron Capital Group Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Baron Durable Advantage Fund Retail Shares | 0.95% | — | Dec 2017 | |
| Baron Asset Fund Institutional Class | 1.03% | — | May 2009 |
Highest-Yield Baron Capital Group Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | 10.93% | — | May 2009 | |
| Baron Durable Advantage Fund Retail Shares | 0.00% | — | Dec 2017 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.