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Baron Asset Fund Inst Shs: (MF: BARIX)

(NASDAQ Mutual Funds) As of Aug 29, 2025 08:00 PM ET

$100.54 USD

-0.32 (-0.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for BARIX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Baron Asset Instl BARIX NA NA 0.00 0.00 1.00 1.05

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Baron Asset Fund BARAX 92.21 6/12/1987 0.00 9.18 9.97 4.90
Baron Asset Fund Inst BARIX 100.86 6/1/2009 0.00 9.47 10.25 5.84

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Baron Asset Instl BARIX 1000000 0 0 A

Contact Information

Family Baron
Address 767 5th Ave, 48th Floor
New York, NY 10153
Phone 800 992-2766