BARAX — Baron Asset Fund Retail Class

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The fund aims for long-term growth primarily through investments in common stock, focusing on mid-sized U.S. companies with growth potential. BAMCO, Inc., acting as the Adviser, outlines its criteria for "mid-sized companies" at the time of purchase: they must possess a market capitalization greater than $2.5 billion, or exceed the market capitalization of the smallest stock in the Russell Midcap Growth Index at reconstitution (whichever of these two thresholds is larger). Furthermore, their market capitalization must remain below that of the largest stock in the Russell Midcap Growth Index during the same reconstitution period.

Company profile

• Sector: Financial Services
• Industry: Asset Management
• Country: US
• Exchange: NASDAQ
• Website: https://www.baroncapitalgroup.com/product-detail/baron-asset-fund-barax

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