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Baron Health Care Fund Retail Shares: (MF: BHCFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:38 PM ET

$19.52 USD

-0.05 (-0.26%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.43 95
3 months -5.07 97
6 months 13.38 83
1 Year 5.86 91
3 Year 7.19 90
5 Year 1.50 91
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.95
5 Year 2.50
10 Year NA
Since Inception 10.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.68 -5.08 5.35 12.98
2024 8.83 -2.59 5.72 -9.61
2023 -3.78 9.22 -6.13 7.62
2022 -10.02 -10.00 -6.13 9.06
2021 0.53 11.35 1.07 2.02

Annual Return

20262025202420232022202120202019
% Total Return -1.439.951.306.16-17.1015.4447.3935.22
% Total Return Rel to Index -3.12-8.26-23.71-20.081.10-13.2328.993.73
% Total Return Rel to Peer -1.65-10.71-1.300.39-7.696.7526.128.54
% Perf Quintile vs Peer* 5.005.000.002.005.002.001.001.00
% Dividends 0.000.000.030.000.000.000.000.00
% Yield 0.000.000.190.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.000.300.180.00
Expense Ratio 0.001.101.101.101.101.101.101.10

* 1 = Top 20%, 5 = Bottom 20%