Small Cap S
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Baron Discovery Fund
The Fund primarily holds small-sized U.S. companies. It has a select number of high-growth businesses that tend to be in an early phase of their life cycles. Diversified.
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Baron Growth Fund
The portfolio managers purchase small-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. Diversified.
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Baron Small Cap Fund
The portfolio manager purchases high-quality small-sized U.S. companies that are market leaders with significant growth potential and intends to hold them for the long term. Diversified.
Small-Mid Cap S-M
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Baron Focused Growth Fund
The portfolio managers purchase small- and mid-sized U.S. companies that have significant growth potential with the intention of holding them for the long term. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified.
Mid Cap M
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Baron Asset Fund
The Fund mainly holds mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified.
Large Cap L
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Baron Durable Advantage Fund
The Fund mainly holds large-sized U.S. companies with competitive advantages. The portfolio manager emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.
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Baron Fifth Avenue Growth Fund
The Fund mainly holds large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.
All Cap A
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Baron Opportunity Fund
The Fund primarily holds high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified.
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Baron Partners Fund
This is a focused Fund that mainly holds in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. The portfolio managers also use leverage. Non-diversified.
International IN
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Baron Emerging Markets Fund
The Fund primarily holds emerging market companies of all sizes with significant growth potential. The Fund may have up to 20% in developed and frontier countries. Diversified.
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Baron Global Advantage Fund
The Fund holds growth companies of all sizes located throughout the world. Diversified.
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Baron International Growth Fund
The Fund mainly holds non-U.S. companies of any size with significant growth potential. Fund holdings are principally in developed countries. Diversified.
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Baron New Asia Fund
The Fund primarily holds companies of all sizes with significant growth potential located in Asia. The portfolio managers' approach emphasizes securities in developing Asian markets, including frontier markets. Diversified.
Sector SCT
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Baron FinTech Fund
The Fund holds companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund principally has exposure to U.S. securities but may have up to 35% in non-U.S. securities. Non-diversified.
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Baron Health Care Fund
The Fund holds companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may have exposure to securities of any market capitalization. Non-diversified.
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Baron Real Estate Fund
The Fund holds a broad array of real estate businesses with growth potential. Its exposures span across different industries and all capitalization ranges. Diversified.
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Baron Real Estate Income Fund
The Fund primarily holds income-producing real estate businesses of any size. It has significant exposure to REITs. Non-diversified.
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Baron Technology Fund
The Fund holds companies of any market capitalization that the portfolio managers believe have durable growth potential from the development, advancement, and/or use of technology. The Fund has exposure to U.S. securities but may have up to 35% in non-U.S. securities. Non-diversified.
Equity Allocation EA
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Baron WealthBuilder Fund
The Fund is an equity allocation strategy that exclusively holds other Baron Funds. This structure enables investors to obtain growth equity exposures across market caps, geographies, and sectors.