Top 8 Baron Mutual Funds 2015

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Baron Capital Management is one of the asset management firms in New York. Founded by Ron Baron, it offers mutual funds for retail investors, institutional, and non U.S. investors. The firm employs various strategies through its funds offering.

We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles.

Popular Baron Funds

You can find these popular Baron funds for different sectors such as U.S. stock fund, international stock fund, municipal bond fund, balanced fund, target date fund, taxable bond fund. Depend on your risk tolerance; you may pick and choose from this best Baron’s funds list.

Top Baron mutual funds 2015 are:
    Top Baron Funds
  1. Baron Real Estate Fund (BREFX)
  2. Baron Emerging Markets Fund (BEXFX)
  3. Baron Growth Fund (BGRFX)
  4. Baron Small Cap Fund (BSCFX)
  5. Baron Partners Fund (BPTRX)
  6. Baron Asset Fund (BARAX)
  7. Baron Opportunity Fund (BIOPX)
  8. Baron Fifth Avenue Growth Fund (BFTHX)

Baron Real Estate Fund

This Baron Real Estate Fund invests in common stock of U.S. and non-U.S. real estate and real estate-related companies of any size and related companies. It has a yield of 0.10%. With assets of $1.7 billion, the fund manager is Jeffrey A. Kolitch. This no load fund has an expense fee of 1.35%.

More: Best Mutual Funds 2015

Morningstar has ranked this top Baron mutual fund 2015 with 5 stars rating. This real estate fund has returned 26.42% over the past 3 year, and 22.58% over the past 5 year. Top 3 stocks are

Baron Small Cap Fund

Baron Small Cap Fund is another popular Baron mutual fund. Managed by Clifford Greenberg, it has total assets of $5.3 billion. Its expense fee is 1.30%. This small growth fund has portfolio turnover rate of 16%.

This Baron fund has 3 year average return of 15.99%. Top 4 equities in its assets are SBA Communication’s Corp, Gartner Inc, TransDigm Group Inc, and Berry Plastics Group Inc. Top 3 sectors are technology, consumer cyclical, and industrials.

Baron Funds Performance


Fund NameTickerType3 Year Return %
Baron Real Estate RetailBREFXReal Estate29.52%
Baron Emerging Markets RetailBEXFXDiversified Emerging Mkts12.52%
Baron Growth RetailBGRFXMid-Cap Growth18.26%
Baron Small Cap RetailBSCFXSmall Growth17.95%
Baron Partners RetailBPTRXMid-Cap Growth23.33%
Baron Asset RetailBARAXMid-Cap Growth19.70%
Baron Opportunity RetailBIOPXMid-Cap Growth14.39%
Baron Fifth Avenue Growth RetailBFTHXLarge Growth20.87%

More: 10 Great 401k Mutual Funds

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