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Baron Opportunity Fund Retail Shs: (MF: BIOPX)

(NASDAQ Mutual Funds) As of Jan 23, 2019 08:15 PM ET

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$18.79 USD

-0.28 (-1.47%)

Zacks MF Rank 1-Strong Buy 1        

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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Latest Performance as of Dec 31, 2018

Total Return %* Percentile Rank Objective
YTD 8.07 1
3 months -16.56 41
6 months -10.02 26
1 Year 8.08 1
3 Year 13.06 51
5 Year 7.54 76
10 Year 15.65 59

* Annual for three years and beyond.

Zacks Premium Research for BIOPX

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

Zacks MF Rank Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 42.52
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 12/31/2018 363.60
%Turnover 12/31/2018 23.97

Risk

3 Year 5 Year 10 Year
Beta 1.22 1.18 1.06
Alpha 2.41 -1.53 1.93
R Squared 0.66 0.61 0.71
Std. Dev. 16.42 16.59 17.28
Sharpe 0.81 0.50 3.00

Sector / Country Weightings

As of 12/31/2018 % of Portfolio
Technology 52.13
Retail Trade 13.35
Other 12.47
Health 8.63
Services 5.96
Finance 3.87
Non-Durable 2.79
Energy 0.80

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2018)
% of Portfolio Value (Mil$)
AMAZON COM 6.33 29.99
NA 6.20 29.37
MICROSOFT CORP 5.02 23.80
GUIDEWIRE SOFTWARE INC 4.85 22.98
ALPHABET INC 4.80 22.74
GARTNER GROUP INC 4.41 20.92
APPLE INC 4.12 19.55
ACXIOM HOLDINGS INC 2.75 13.01
COSTAR GROUP INC 2.71 12.85

Stock Holding % of Net Assets

As Of 9/30/2018
Total Issues 61
Avg. P/E 44.85
Avg. P/Book 4.67
Avg. EPS Growth 9.59
Avg. Market Value (Mil $) 279,625

Allocation

% of Portfolio
Large Growth 49.32
Large Value 0.00
Small Growth 6.65
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 39.00
High Yield Bond 0.00