Baron Capital Mutual Funds List
Here you can find all mutual funds issued by Baron Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 23
- Avg. Expense Ratio
- 1.13%
- Avg. 1 Year Return
- 10.09%
- Avg. 5 Year Return
- 4.56%
- Median Risk/Return Score
- 13 / 100
Baron Capital Mutual Funds List
22 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 Small Cap Fund | Small Cap Growth Equities | Sep 30, 1997 | 1.29% | 0.54% | 10.13% | 9.88% | 3 | ||||||||
| Baron WealthBuilder Fund | Diversified Portfolio | Dec 28, 2017 | 0.05% | 0.78% | — | 7.55% | 13 |
Explore top Baron Capital Mutual Fund Categories and Asset Classes
Baron Capital Equity Mutual fundsBaron Capital Real Estate Mutual fundsBaron Capital Multi-Asset Mutual fundsBaron Capital Mid Cap Growth Equities Mutual fundsBaron Capital Large Cap Growth Equities Mutual fundsBaron Capital REIT Mutual fundsBaron Capital Small Cap Growth Equities Mutual fundsBaron Capital Diversified Portfolio Mutual funds
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 Mutual funds by Risk/Return Score
The top Baron Capital Mutual funds by PortfoliosLab Risk/Return Score are BRIIX (57) and BHCHX (49).
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 Real Estate Income Fund | 57 | — | Dec 2017 | |
| Baron Health Care Fund | 49 | — | Apr 2018 | |
| Baron Global Advantage Fund | 41 | — | Apr 2012 | |
| Baron Partners Fund | 34 | — | Apr 2003 | |
| Baron Emerging Markets Fund | 31 | — | Dec 2010 |
Best-Performing Baron Capital Mutual funds Over 5 Years
The top Baron Capital Mutual funds is BDAIX (12.53%).
Across the lineup, Baron Capital Mutual funds show an average 1-year return of 10.09% and an average 5-year return of 4.56%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Baron Durable Advantage Fund | 12.53% | — | Dec 2017 | |
| Baron Durable Advantage Fund Retail Shares | 12.25% | — | Dec 2017 | |
| Baron Focused Growth Fund Institutional Shares | 11.13% | — | May 2009 | |
| Baron Focused Growth Fund | 10.85% | — | Jun 2008 | |
| Baron Focused Growth Fund R6 Shares | 10.72% | — | Aug 2016 |
Lowest-Cost Baron Capital Mutual funds
The top Baron Capital Mutual funds is BWBIX (0.05%).
With an average expense ratio of 1.13%, Baron Capital 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 WealthBuilder Fund | 0.05% | — | Dec 2017 | |
| Baron Health Care Fund | 0.85% | — | Apr 2018 | |
| Baron Global Advantage Fund | 0.90% | — | Apr 2012 | |
| Baron Durable Advantage Fund Retail Shares | 0.95% | — | Dec 2017 | |
| Baron Fifth Avenue Growth Fund | 1.00% | — | Apr 2004 |
Highest-Yield Baron Capital Mutual funds
The top Baron Capital Mutual funds is BGRFX (22.54%).
Across the lineup, Baron Capital Mutual funds show an average dividend yield of 4.79%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Baron Growth Fund | 22.54% | — | Dec 1994 | |
| Baron Growth Fund Institutional Shares | 21.23% | — | May 2009 | |
| Baron Asset Fund | 11.80% | — | Jun 1987 | |
| Baron Asset Fund Institutional Class | 10.84% | — | May 2009 | |
| Baron Small Cap Fund | 9.88% | — | Sep 1997 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
BPTRX vs. ARKVXBPTRX vs. VOOBPTRX vs. BPTIXBPTRX vs. QQQBPTRX vs. SSOBFGFX vs. VOOBFGFX vs. VGTBFGFX vs. FSMDBFGFX vs. ARKWBFGFX vs. ARKVXBIOPX vs. VHCAXBIOPX vs. MRFOXBIOPX vs. BGAIXBIOPX vs. BIAGXBIOPX vs. QQQBARIX vs. VOOBARIX vs. RNPGXBARIX vs. FXAIXBARIX vs. FBALXBARIX vs. XMMOBGRFX vs. SPYBGRFX vs. OAKMXBGRFX vs. FBCGBGRFX vs. VTSAXBGRFX vs. GABGXBFGIX vs. BPTIXBFGIX vs. BREFXBFGIX vs. BMDSXBFGIX vs. AVALXBFGIX vs. IRGJXBARAX vs. BTUBARAX vs. MXXIXBARAX vs. VOOBARAX vs. VOTBARAX vs. SPYBWBIX vs. WAMCXBWBIX vs. FDFIXBWBIX vs. VOOBWBIX vs. LSPIXBWBIX vs. MAPOXBSCFX vs. AAPLBSCFX vs. FVLKXBSCFX vs. AKREXBSCFX vs. IJRBSCFX vs. QQQBDAIX vs. RGGYXBDAIX vs. BRK-BBDAIX vs. BXBDAIX vs. VOOBDAIX vs. VTSAX