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Baron Opportunity Fund Retail Shs: (MF: BIOPX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:37 PM ET

$49.52 USD

-0.02 (-0.04%)

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 -4.96 78
3 months -1.89 63
6 months 2.79 71
1 Year 15.07 70
3 Year 29.11 53
5 Year 7.28 73
10 Year 21.03 34

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 291.45
Bear Market (10/07 - 2/09) -54.39
Bull Market (2/09 - 3/21) 1,823.07

Load Adjusted Returns as of Feb 28, 2026

1 Year 19.43
5 Year 9.80
10 Year 19.84
Since Inception 10.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -12.00 23.19 5.36 4.56
2024 15.25 4.35 3.98 11.85
2023 17.84 16.25 -5.10 15.03
2022 -16.07 -27.02 -2.40 -4.57
2021 0.82 10.05 -2.09 3.11

Annual Return

20262025202420232022202120202019201820172016
% Total Return -4.9619.4339.8849.55-42.9612.0288.7740.318.0740.51-4.84
% Total Return Rel to Index -4.801.2114.8623.30-24.75-16.6570.378.8212.4718.71-16.78
% Total Return Rel to Peer -6.17-3.129.842.10-5.87-6.0039.392.0911.946.05-15.51
% Perf Quintile vs Peer* 5.004.000.003.005.004.001.003.001.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.292.330.000.003.612.791.680.932.651.89
Expense Ratio 0.001.311.311.321.311.311.341.341.371.411.41

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