Baron Opportunity is trading at 57.75 as of the 30th of September 2025; that is 0.16 percent up since the beginning of the trading day. The fund's open price was 57.66. Baron Opportunity has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of April 2025 and ending today, the 30th of September 2025. Click here to learn more.
The fund invests primarily in equity securities in the form of common stock of U.S. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the adviser believes will benefit from innovations and advances in technology.. More on Baron Opportunity Fund
Baron Opportunity Fund [BIOIX] is traded in USA and was established 30th of September 2025. Baron Opportunity is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 1.04 B in assets under management (AUM) with minimum initial investment of 1000 K. Baron Opportunity is currently producing year-to-date (YTD) return of 12.72%, while the total return for the last 3 years was 26.42%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Opportunity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Opportunity Fund Mutual Fund Constituents
Other Information on Investing in Baron Mutual Fund
Baron Opportunity financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Opportunity security.