Baron Opportunity Fund Retail Shs: (MF: BIOPX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$37.24 USD
+0.40 (1.09%)
Fund Description
The fund was incepted in February 2000 and is managed by BAMCO. The fund seeks capital appreciation through investments in growth business that benefit from technology advances. The fund invests primarily in common stocks of growth businesses selected for their capital appreciation potential. The fund invests at least 80% of its total assets in securities of companies that have internet-related and investment technology growth opportunities. The fund may invest up to 15% of its net assets in securities that are illiquid. The fund may also invest up to 25% of its net assets in foreign denominated form (Global Depository Receipts or European Depository Receipts). The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Baron Opportunity Retail | BIOPX | NA | NA | 0.00 | 0.25 | 1.00 | 1.32 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Baron iOpportunity Fund | BIOPX | 37.24 | 2/29/2000 | 0.00 | 46.26 | 2.99 | 19.17 |
| Baron iOpportunity Fund Inst | BIOIX | 43.10 | 6/1/2009 | 0.00 | 46.63 | 3.26 | 19.48 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Baron Opportunity Retail | BIOPX | 2000 | 0 | 0 | A |
Contact Information
| Family | Baron |
| Address | 767 5th Ave, 48th Floor New York, NY 10153 |
| Phone | 800 992-2766 |