Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
161651307
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Aug 22
N-PX
Annual report of proxy voting record
29 Aug 22
N-CEN
Annual report (registered investment company)
10 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
9 Mar 22
N-PX
Annual report of proxy voting record
27 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
26 Aug 21
CORRESP
Correspondence with SEC
19 Apr 21
N-CEN
Annual report (registered investment company)
11 Mar 21
N-CSR
Certified annual shareholder report (management investment company)
4 Mar 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Sep 20
Latest ownership filings
NPORT-P
Baron International Growth Fund (Sep 2022 report)
25 Nov 22
NPORT-P
Baron Focused Growth Fund (Sep 2022 report)
25 Nov 22
NPORT-P
Baron Partners Fund (Sep 2022 report)
25 Nov 22
NPORT-P
Baron New Asia Fund (Sep 2022 report)
25 Nov 22
NPORT-P
Baron Technology Fund (Sep 2022 report)
25 Nov 22
NPORT-P
Baron Emerging Markets Fund (Sep 2022 report)
25 Nov 22
NPORT-P
Baron WealthBuilder Fund (Sep 2022 report)
25 Nov 22
NPORT-P
Baron Real Estate Income Fund (Sep 2022 report)
25 Nov 22
NPORT-P
Baron Health Care Fund (Sep 2022 report)
25 Nov 22
NPORT-P
Baron FinTech Fund (Sep 2022 report)
25 Nov 22
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Baron Emerging Markets Fund | BEXFX, BEXIX, BEXUX | 0.05 | -1.25 | -10.23 | 4.93 bn | 128 | Sep 2022 |
| Baron FinTech Fund | BFIUX, BFINX, BFIIX | 11.65 | -3.08 | -9.21 | 41.86 mm | 49 | Sep 2022 |
| Baron Focused Growth Fund | BFGFX, BFGIX, BFGUX | 13.46 | -2.68 | -7.47 | 730.87 mm | 26 | Sep 2022 |
| Baron Global Advantage Fund | BGAFX, BGAIX, BGLUX | 12.99 | 0.02 | -9.99 | 982.51 mm | 55 | Sep 2022 |
| Baron Health Care Fund | BHCFX, BHCHX, BHCUX | 4.77 | -5.06 | -5.57 | 187.31 mm | 49 | Sep 2022 |
| Baron International Growth Fund | BIGFX, BINIX, BIGUX | 4.04 | -5.12 | -10.38 | 450.66 mm | 112 | Sep 2022 |
| Baron New Asia Fund | BNAUX, BNAFX, BNAIX | -0.25 | -0.84 | -11.25 | 3.49 mm | 77 | Sep 2022 |
| Baron Partners Fund | BPTRX, BPTIX, BPTUX | 23.39 | -4.73 | -6.45 | 7.15 bn | 36 | Sep 2022 |
| Baron Real Estate Fund | BREFX, BREIX, BREUX | 10.55 | -5.24 | -9.19 | 1.25 bn | 41 | Sep 2022 |
| Baron Real Estate Income Fund | BRIFX, BRIIX, BRIUX | 7.75 | -5.25 | -12.21 | 85.44 mm | 28 | Sep 2022 |
| Baron Technology Fund | – | 11.90 | -2.89 | -12.19 | 3.55 mm | 45 | Sep 2022 |
| Baron WealthBuilder Fund | BWBFX, BWBIX, BWBTX | 12.10 | -3.74 | -8.29 | 424.20 mm | 16 | Sep 2022 |