Fund Pricing & Performance

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57 Products Found

Baron Discovery Fund (BDFUX)

Asset Class: S

NAV as of 10/21/22$22.91

YTD total returns as of 10/21/22-34.97%
Baron Discovery Fund (BDFFX)

Asset Class: S

NAV as of 10/21/22$22.37

YTD total returns as of 10/21/22-35.12%
Baron Discovery Fund (BDFIX)

Asset Class: S

NAV as of 10/21/22$22.90

YTD total returns as of 10/21/22-34.98%
Baron Growth Fund (BGRFX)

Asset Class: S

NAV as of 10/21/22$82.61

YTD total returns as of 10/21/22-28.88%
Baron Growth Fund (BGRUX)

Asset Class: S

NAV as of 10/21/22$86.71

YTD total returns as of 10/21/22-28.73%
Baron Growth Fund (BGRIX)

Asset Class: S

NAV as of 10/21/22$86.70

YTD total returns as of 10/21/22-28.73%
Baron Small Cap Fund (BSFIX)

Asset Class: S

NAV as of 10/21/22$27.32

YTD total returns as of 10/21/22-32.43%
Baron Small Cap Fund (BSCFX)

Asset Class: S

NAV as of 10/21/22$25.52

YTD total returns as of 10/21/22-32.56%
Baron Small Cap Fund (BSCUX)

Asset Class: S

NAV as of 10/21/22$27.31

YTD total returns as of 10/21/22-32.42%
Baron Focused Growth Fund (BFGIX)

Asset Class: S-M

NAV as of 10/21/22$30.88

YTD total returns as of 10/21/22-25.56%
Baron Focused Growth Fund (BFGFX)

Asset Class: S-M

NAV as of 10/21/22$29.64

YTD total returns as of 10/21/22-25.72%
Baron Focused Growth Fund (BFGUX)

Asset Class: S-M

NAV as of 10/21/22$30.91

YTD total returns as of 10/21/22-25.54%
Baron Asset Fund (BARIX)

Asset Class: M

NAV as of 10/21/22$83.16

YTD total returns as of 10/21/22-32.77%
Baron Asset Fund (BARUX)

Asset Class: M

NAV as of 10/21/22$83.15

YTD total returns as of 10/21/22-32.76%
Baron Asset Fund (BARAX)

Asset Class: M

NAV as of 10/21/22$78.79

YTD total returns as of 10/21/22-32.91%
Baron Durable Advantage Fund (BDAIX)

Asset Class: L

NAV as of 10/21/22$15.13

YTD total returns as of 10/21/22-26.70%
Baron Durable Advantage Fund (BDAUX)

Asset Class: L

NAV as of 10/21/22$15.13

YTD total returns as of 10/21/22-26.70%
Baron Durable Advantage Fund (BDAFX)

Asset Class: L

NAV as of 10/21/22$14.96

YTD total returns as of 10/21/22-26.85%
Baron Fifth Avenue Growth Fund (BFTUX)

Asset Class: L

NAV as of 10/21/22$29.86

YTD total returns as of 10/21/22-46.29%
Baron Fifth Avenue Growth Fund (BFTIX)

Asset Class: L

NAV as of 10/21/22$29.84

YTD total returns as of 10/21/22-46.30%
Baron Fifth Avenue Growth Fund (BFTHX)

Asset Class: L

NAV as of 10/21/22$28.96

YTD total returns as of 10/21/22-46.40%
Baron Opportunity Fund (BIOUX)

Asset Class: A

NAV as of 10/21/22$26.77

YTD total returns as of 10/21/22-38.98%
Baron Opportunity Fund (BIOPX)

Asset Class: A

NAV as of 10/21/22$25.19

YTD total returns as of 10/21/22-39.10%
Baron Opportunity Fund (BIOIX)

Asset Class: A

NAV as of 10/21/22$26.74

YTD total returns as of 10/21/22-38.98%
Baron Partners Fund (BPTIX)

Asset Class: A

NAV as of 10/21/22$133.99

YTD total returns as of 10/21/22-33.39%
Baron Partners Fund (BPTUX)

Asset Class: A

NAV as of 10/21/22$133.98

YTD total returns as of 10/21/22-33.39%
Baron Partners Fund (BPTRX)

Asset Class: A

NAV as of 10/21/22$129.09

YTD total returns as of 10/21/22-33.53%
Baron Emerging Markets Fund (BEXFX)

Asset Class: IN

NAV as of 10/21/22$11.75

YTD total returns as of 10/21/22-32.90%
Baron Emerging Markets Fund (BEXIX)

Asset Class: IN

NAV as of 10/21/22$11.83

YTD total returns as of 10/21/22-32.71%
Baron Emerging Markets Fund (BEXUX)

Asset Class: IN

NAV as of 10/21/22$11.84

YTD total returns as of 10/21/22-32.69%
Baron Global Advantage Fund (BGAFX)

Asset Class: IN

NAV as of 10/21/22$26.50

YTD total returns as of 10/21/22-47.77%
Baron Global Advantage Fund (BGLUX)

Asset Class: IN

NAV as of 10/21/22$27.12

YTD total returns as of 10/21/22-47.66%
Baron Global Advantage Fund (BGAIX)

Asset Class: IN

NAV as of 10/21/22$27.11

YTD total returns as of 10/21/22-47.65%
Baron International Growth Fund (BINIX)

Asset Class: IN

NAV as of 10/21/22$21.43

YTD total returns as of 10/21/22-35.85%
Baron International Growth Fund (BIGUX)

Asset Class: IN

NAV as of 10/21/22$21.41

YTD total returns as of 10/21/22-35.87%
Baron International Growth Fund (BIGFX)

Asset Class: IN

NAV as of 10/21/22$21.00

YTD total returns as of 10/21/22-36.01%
Baron New Asia Fund (BNAFX)

Asset Class: IN

NAV as of 10/21/22$6.74

YTD total returns as of 10/21/22-33.73%
Baron New Asia Fund (BNAIX)

Asset Class: IN

NAV as of 10/21/22$6.76

YTD total returns as of 10/21/22-33.53%
Baron New Asia Fund (BNAUX)

Asset Class: IN

NAV as of 10/21/22$6.76

YTD total returns as of 10/21/22-33.53%
Baron FinTech Fund (BFINX)

Asset Class: SCT

NAV as of 10/21/22$10.69

YTD total returns as of 10/21/22-35.86%
Baron FinTech Fund (BFIIX)

Asset Class: SCT

NAV as of 10/21/22$10.76

YTD total returns as of 10/21/22-35.75%
Baron FinTech Fund (BFIUX)

Asset Class: SCT

NAV as of 10/21/22$10.76

YTD total returns as of 10/21/22-35.75%
Baron Health Care Fund (BHCUX)

Asset Class: SCT

NAV as of 10/21/22$16.89

YTD total returns as of 10/21/22-21.59%
Baron Health Care Fund (BHCFX)

Asset Class: SCT

NAV as of 10/21/22$16.70

YTD total returns as of 10/21/22-21.74%
Baron Health Care Fund (BHCHX)

Asset Class: SCT

NAV as of 10/21/22$16.90

YTD total returns as of 10/21/22-21.54%
Baron Real Estate Fund (BREFX)

Asset Class: SCT

NAV as of 10/21/22$26.23

YTD total returns as of 10/21/22-32.84%
Baron Real Estate Fund (BREIX)

Asset Class: SCT

NAV as of 10/21/22$27.04

YTD total returns as of 10/21/22-32.70%
Baron Real Estate Fund (BREUX)

Asset Class: SCT

NAV as of 10/21/22$27.04

YTD total returns as of 10/21/22-32.70%
Baron Real Estate Income Fund (BRIIX)

Asset Class: SCT

NAV as of 10/21/22$12.22

YTD total returns as of 10/21/22-31.16%
Baron Real Estate Income Fund (BRIUX)

Asset Class: SCT

NAV as of 10/21/22$12.21

YTD total returns as of 10/21/22-31.18%
Baron Real Estate Income Fund (BRIFX)

Asset Class: SCT

NAV as of 10/21/22$12.10

YTD total returns as of 10/21/22-31.29%
Baron Technology Fund (BTEUX)

Asset Class: SCT

NAV as of 10/21/22$5.93

YTD total returns as of 10/21/22-40.70%
Baron Technology Fund (BTECX)

Asset Class: SCT

NAV as of 10/21/22$5.93

YTD total returns as of 10/21/22-40.70%
Baron Technology Fund (BTEEX)

Asset Class: SCT

NAV as of 10/21/22$5.92

YTD total returns as of 10/21/22-40.80%
Baron WealthBuilder Fund (BWBFX)

Asset Class: EA

NAV as of 10/21/22$13.86

YTD total returns as of 10/21/22-33.61%
Baron WealthBuilder Fund (BWBIX)

Asset Class: EA

NAV as of 10/21/22$14.03

YTD total returns as of 10/21/22-33.44%
Baron WealthBuilder Fund (BWBTX)

Asset Class: EA

NAV as of 10/21/22$14.02

YTD total returns as of 10/21/22-33.49%

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Name	Asset Class	YTD	1YR	3YR	5YR	10YR	Since Inception	Expense Ratio
Name	Asset Class	YTD	1YR	3YR	5YR	10YR	Since Inception			Gross	Net
Baron Discovery Fund (BDFUX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. Laird Bieger Portfolio Manager since 2013 Randolph Gwirtzman Portfolio Manager since 2013 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Discovery Fund (BDFFX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. Laird Bieger Portfolio Manager since 2013 Randolph Gwirtzman Portfolio Manager since 2013 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Discovery Fund (BDFIX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. Laird Bieger Portfolio Manager since 2013 Randolph Gwirtzman Portfolio Manager since 2013 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Growth Fund (BGRFX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Diversified. Ron Baron Portfolio Manager since 1982 Neal Rosenberg Portfolio Manager since 2006 Morningstar Rating Overall (out of 532 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Growth Fund (BGRUX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Diversified. Ron Baron Portfolio Manager since 1982 Neal Rosenberg Portfolio Manager since 2006 Morningstar Rating Overall (out of 532 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Growth Fund (BGRIX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Diversified. Ron Baron Portfolio Manager since 1982 Neal Rosenberg Portfolio Manager since 2006 Morningstar Rating Overall (out of 532 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Small Cap Fund (BSFIX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified. Cliff Greenberg Portfolio Manager since 1997 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Small Cap Fund (BSCFX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified. Cliff Greenberg Portfolio Manager since 1997 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Small Cap Fund (BSCUX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified. Cliff Greenberg Portfolio Manager since 1997 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Focused Growth Fund (BFGIX)	S-M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. Ron Baron Portfolio Manager since 1982 David Baron Portfolio Manager since 2005 Morningstar Rating Overall (out of 532 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Focused Growth Fund (BFGFX)	S-M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. Ron Baron Portfolio Manager since 1982 David Baron Portfolio Manager since 2005 Morningstar Rating Overall (out of 532 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Focused Growth Fund (BFGUX)	S-M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. Ron Baron Portfolio Manager since 1982 David Baron Portfolio Manager since 2005 Morningstar Rating Overall (out of 532 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Asset Fund (BARIX)	M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. Andrew Peck Portfolio Manager since 2003 Morningstar Rating Overall (out of 532 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Asset Fund (BARUX)	M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. Andrew Peck Portfolio Manager since 2003 Morningstar Rating Overall (out of 532 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Asset Fund (BARAX)	M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. Andrew Peck Portfolio Manager since 2003 Morningstar Rating Overall (out of 532 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Durable Advantage Fund (BDAIX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 1142 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Durable Advantage Fund (BDAUX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 1142 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Durable Advantage Fund (BDAFX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 1142 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Fifth Avenue Growth Fund (BFTUX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. Alex Umansky Portfolio Manager since 2011
Baron Fifth Avenue Growth Fund (BFTIX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. Alex Umansky Portfolio Manager since 2011
Baron Fifth Avenue Growth Fund (BFTHX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. Alex Umansky Portfolio Manager since 2011
Baron Opportunity Fund (BIOUX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. Michael Lippert Portfolio Manager since 2006 Morningstar Rating Overall (out of 1142 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Opportunity Fund (BIOPX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. Michael Lippert Portfolio Manager since 2006 Morningstar Rating Overall (out of 1142 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Opportunity Fund (BIOIX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. Michael Lippert Portfolio Manager since 2006 Morningstar Rating Overall (out of 1142 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Partners Fund (BPTIX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly 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. It also uses leverage. Non-diversified. Ron Baron Portfolio Manager since 1982 Michael Baron Portfolio Manager since 2004 Morningstar Rating Overall (out of 1142 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Partners Fund (BPTUX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly 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. It also uses leverage. Non-diversified. Ron Baron Portfolio Manager since 1982 Michael Baron Portfolio Manager since 2004 Morningstar Rating Overall (out of 1142 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Partners Fund (BPTRX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly 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. It also uses leverage. Non-diversified. Ron Baron Portfolio Manager since 1982 Michael Baron Portfolio Manager since 2004 Morningstar Rating Overall (out of 1142 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Emerging Markets Fund (BEXFX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 723 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Diversified Emerging Mkts
Baron Emerging Markets Fund (BEXIX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 723 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Diversified Emerging Mkts
Baron Emerging Markets Fund (BEXUX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. Michael Kass Portfolio Manager since 2007
Baron Global Advantage Fund (BGAFX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 308 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Global Large-Stock Growth
Baron Global Advantage Fund (BGLUX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 308 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Global Large-Stock Growth
Baron Global Advantage Fund (BGAIX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 308 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Global Large-Stock Growth
Baron International Growth Fund (BINIX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 390 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Foreign Large Growth
Baron International Growth Fund (BIGUX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 390 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Foreign Large Growth
Baron International Growth Fund (BIGFX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 390 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Foreign Large Growth
Baron New Asia Fund (BNAFX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. Michael Kass Portfolio Manager since 2007 Anuj Aggarwal Portfolio Manager since 2012
Baron New Asia Fund (BNAIX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. Michael Kass Portfolio Manager since 2007 Anuj Aggarwal Portfolio Manager since 2012
Baron New Asia Fund (BNAUX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. Michael Kass Portfolio Manager since 2007 Anuj Aggarwal Portfolio Manager since 2012
Baron FinTech Fund (BFINX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Josh Saltman Portfolio Manager since 2011
Baron FinTech Fund (BFIIX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Josh Saltman Portfolio Manager since 2011
Baron FinTech Fund (BFIUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Josh Saltman Portfolio Manager since 2011
Baron Health Care Fund (BHCUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. Neal Kaufman Portfolio Manager since 2018 Morningstar Rating Overall (out of 151 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Health
Baron Health Care Fund (BHCFX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. Neal Kaufman Portfolio Manager since 2018 Morningstar Rating Overall (out of 151 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Health
Baron Health Care Fund (BHCHX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. Neal Kaufman Portfolio Manager since 2018 Morningstar Rating Overall (out of 151 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Health
Baron Real Estate Fund (BREFX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Fund (BREIX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Fund (BREUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Income Fund (BRIIX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Income Fund (BRIUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Income Fund (BRIFX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Technology Fund (BTEUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Michael Lippert Portfolio Manager since 2006 Ashim Mehra Portfolio Manager since 2011
Baron Technology Fund (BTECX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Michael Lippert Portfolio Manager since 2006 Ashim Mehra Portfolio Manager since 2011
Baron Technology Fund (BTEEX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Michael Lippert Portfolio Manager since 2006 Ashim Mehra Portfolio Manager since 2011
Baron WealthBuilder Fund (BWBFX)	EA	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. Michael Baron Portfolio Manager since 2004 Ron Baron Portfolio Manager since 1982 Morningstar Rating Overall (out of 176 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Allocation--85%+ Equity
Baron WealthBuilder Fund (BWBIX)	EA	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. Michael Baron Portfolio Manager since 2004 Ron Baron Portfolio Manager since 1982 Morningstar Rating Overall (out of 176 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Allocation--85%+ Equity
Baron WealthBuilder Fund (BWBTX)	EA	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. Michael Baron Portfolio Manager since 2004 Ron Baron Portfolio Manager since 1982 Morningstar Rating Overall (out of 176 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Allocation--85%+ Equity

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation

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Name	Asset Class	YTD	1YR	3YR	5YR	10YR	Since Inception	Expense Ratio
Name	Asset Class	YTD	1YR	3YR	5YR	10YR	Since Inception			Gross	Net
Baron Discovery Fund (BDFUX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. Laird Bieger Portfolio Manager since 2013 Randolph Gwirtzman Portfolio Manager since 2013 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Discovery Fund (BDFFX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. Laird Bieger Portfolio Manager since 2013 Randolph Gwirtzman Portfolio Manager since 2013 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Discovery Fund (BDFIX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high-growth businesses that tend to be in an early phase of their lifecycles. Diversified. Laird Bieger Portfolio Manager since 2013 Randolph Gwirtzman Portfolio Manager since 2013 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Growth Fund (BGRFX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Diversified. Ron Baron Portfolio Manager since 1982 Neal Rosenberg Portfolio Manager since 2006 Morningstar Rating Overall (out of 532 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Growth Fund (BGRUX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Diversified. Ron Baron Portfolio Manager since 1982 Neal Rosenberg Portfolio Manager since 2006 Morningstar Rating Overall (out of 532 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Growth Fund (BGRIX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Diversified. Ron Baron Portfolio Manager since 1982 Neal Rosenberg Portfolio Manager since 2006 Morningstar Rating Overall (out of 532 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Small Cap Fund (BSFIX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified. Cliff Greenberg Portfolio Manager since 1997 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Small Cap Fund (BSCFX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified. Cliff Greenberg Portfolio Manager since 1997 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Small Cap Fund (BSCUX)	S	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified. Cliff Greenberg Portfolio Manager since 1997 Morningstar Rating Overall (out of 582 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Small Growth
Baron Focused Growth Fund (BFGIX)	S-M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. Ron Baron Portfolio Manager since 1982 David Baron Portfolio Manager since 2005 Morningstar Rating Overall (out of 532 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Focused Growth Fund (BFGFX)	S-M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. Ron Baron Portfolio Manager since 1982 David Baron Portfolio Manager since 2005 Morningstar Rating Overall (out of 532 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Focused Growth Fund (BFGUX)	S-M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly in small- and mid-sized U.S. companies with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. Non-diversified. Ron Baron Portfolio Manager since 1982 David Baron Portfolio Manager since 2005 Morningstar Rating Overall (out of 532 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Asset Fund (BARIX)	M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. Andrew Peck Portfolio Manager since 2003 Morningstar Rating Overall (out of 532 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Asset Fund (BARUX)	M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. Andrew Peck Portfolio Manager since 2003 Morningstar Rating Overall (out of 532 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Asset Fund (BARAX)	M	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in mid-sized U.S. companies that have matured beyond their start-up phase and have significant secular growth opportunities. Diversified. Andrew Peck Portfolio Manager since 2003 Morningstar Rating Overall (out of 532 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Mid-Cap Growth
Baron Durable Advantage Fund (BDAIX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 1142 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Durable Advantage Fund (BDAUX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 1142 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Durable Advantage Fund (BDAFX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 1142 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Fifth Avenue Growth Fund (BFTUX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. Alex Umansky Portfolio Manager since 2011
Baron Fifth Avenue Growth Fund (BFTIX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. Alex Umansky Portfolio Manager since 2011
Baron Fifth Avenue Growth Fund (BFTHX)	L	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified. Alex Umansky Portfolio Manager since 2011
Baron Opportunity Fund (BIOUX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. Michael Lippert Portfolio Manager since 2006 Morningstar Rating Overall (out of 1142 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Opportunity Fund (BIOPX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. Michael Lippert Portfolio Manager since 2006 Morningstar Rating Overall (out of 1142 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Opportunity Fund (BIOIX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in high-growth businesses of any market capitalization benefiting from innovation through development of pioneering, transformative, or technologically advanced products and services. Diversified. Michael Lippert Portfolio Manager since 2006 Morningstar Rating Overall (out of 1142 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Partners Fund (BPTIX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly 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. It also uses leverage. Non-diversified. Ron Baron Portfolio Manager since 1982 Michael Baron Portfolio Manager since 2004 Morningstar Rating Overall (out of 1142 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Partners Fund (BPTUX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly 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. It also uses leverage. Non-diversified. Ron Baron Portfolio Manager since 1982 Michael Baron Portfolio Manager since 2004 Morningstar Rating Overall (out of 1142 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Partners Fund (BPTRX)	A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description This is a focused Fund that invests mainly 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. It also uses leverage. Non-diversified. Ron Baron Portfolio Manager since 1982 Michael Baron Portfolio Manager since 2004 Morningstar Rating Overall (out of 1142 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Large Growth
Baron Emerging Markets Fund (BEXFX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 723 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Diversified Emerging Mkts
Baron Emerging Markets Fund (BEXIX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 723 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Diversified Emerging Mkts
Baron Emerging Markets Fund (BEXUX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified. Michael Kass Portfolio Manager since 2007
Baron Global Advantage Fund (BGAFX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 308 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Global Large-Stock Growth
Baron Global Advantage Fund (BGLUX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 308 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Global Large-Stock Growth
Baron Global Advantage Fund (BGAIX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. Alex Umansky Portfolio Manager since 2011 Morningstar Rating Overall (out of 308 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Global Large-Stock Growth
Baron International Growth Fund (BINIX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 390 Funds) 4 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Foreign Large Growth
Baron International Growth Fund (BIGUX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 390 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Foreign Large Growth
Baron International Growth Fund (BIGFX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified. Michael Kass Portfolio Manager since 2007 Morningstar Rating Overall (out of 390 Funds) 3 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Foreign Large Growth
Baron New Asia Fund (BNAFX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. Michael Kass Portfolio Manager since 2007 Anuj Aggarwal Portfolio Manager since 2012
Baron New Asia Fund (BNAIX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. Michael Kass Portfolio Manager since 2007 Anuj Aggarwal Portfolio Manager since 2012
Baron New Asia Fund (BNAUX)	IN	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified. Michael Kass Portfolio Manager since 2007 Anuj Aggarwal Portfolio Manager since 2012
Baron FinTech Fund (BFINX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Josh Saltman Portfolio Manager since 2011
Baron FinTech Fund (BFIIX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Josh Saltman Portfolio Manager since 2011
Baron FinTech Fund (BFIUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies of any market capitalization that develop or use innovative technologies related in a significant way to financial services. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Josh Saltman Portfolio Manager since 2011
Baron Health Care Fund (BHCUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. Neal Kaufman Portfolio Manager since 2018 Morningstar Rating Overall (out of 151 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Health
Baron Health Care Fund (BHCFX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. Neal Kaufman Portfolio Manager since 2018 Morningstar Rating Overall (out of 151 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Health
Baron Health Care Fund (BHCHX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. Neal Kaufman Portfolio Manager since 2018 Morningstar Rating Overall (out of 151 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Health
Baron Real Estate Fund (BREFX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Fund (BREIX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Fund (BREUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests broadly in real estate businesses with significant growth potential. It maintains exposure across different industries and all capitalization ranges. Diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Income Fund (BRIIX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Income Fund (BRIUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Real Estate Income Fund (BRIFX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in income-producing real estate businesses of any size. It maintains significant exposure to REITs. Non-diversified. Jeffrey Kolitch Portfolio Manager since 2009 Morningstar Rating Overall (out of 234 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Real Estate
Baron Technology Fund (BTEUX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Michael Lippert Portfolio Manager since 2006 Ashim Mehra Portfolio Manager since 2011
Baron Technology Fund (BTECX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Michael Lippert Portfolio Manager since 2006 Ashim Mehra Portfolio Manager since 2011
Baron Technology Fund (BTEEX)	SCT	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. The Fund invests principally in U.S. securities but may invest up to 35% in non-U.S. securities. Non-diversified. Michael Lippert Portfolio Manager since 2006 Ashim Mehra Portfolio Manager since 2011
Baron WealthBuilder Fund (BWBFX)	EA	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. Michael Baron Portfolio Manager since 2004 Ron Baron Portfolio Manager since 1982 Morningstar Rating Overall (out of 176 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Allocation--85%+ Equity
Baron WealthBuilder Fund (BWBIX)	EA	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. Michael Baron Portfolio Manager since 2004 Ron Baron Portfolio Manager since 1982 Morningstar Rating Overall (out of 176 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Allocation--85%+ Equity
Baron WealthBuilder Fund (BWBTX)	EA	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Description The Fund is an equity allocation strategy that invests exclusively in other Baron Funds. The Fund enables investors to obtain growth equity exposures across market caps, geographies, and sectors. Michael Baron Portfolio Manager since 2004 Ron Baron Portfolio Manager since 1982 Morningstar Rating Overall (out of 176 Funds) 5 stars Ratings based on risk-adjusted returns as of 09/30/2022 Category:US Fund Allocation--85%+ Equity

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation

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Name	Asset Class	NAV ($)	Daily Change ($)	Daily Change (%)	QTD	YTD
Baron Discovery Fund (BDFUX)	S	$22.91	$0.40	1.78%	0.48%	-34.97%
Baron Discovery Fund (BDFFX)	S	$22.37	$0.38	1.73%	0.45%	-35.12%
Baron Discovery Fund (BDFIX)	S	$22.90	$0.39	1.73%	0.44%	-34.98%
Baron Growth Fund (BGRFX)	S	$82.61	$1.74	2.15%	2.77%	-28.88%
Baron Growth Fund (BGRUX)	S	$86.71	$1.82	2.14%	2.80%	-28.73%
Baron Growth Fund (BGRIX)	S	$86.70	$1.82	2.14%	2.80%	-28.73%
Baron Small Cap Fund (BSFIX)	S	$27.32	$0.48	1.79%	2.17%	-32.43%
Baron Small Cap Fund (BSCFX)	S	$25.52	$0.45	1.79%	2.16%	-32.56%
Baron Small Cap Fund (BSCUX)	S	$27.31	$0.48	1.79%	2.17%	-32.42%
Baron Focused Growth Fund (BFGIX)	S-M	$30.88	$0.61	2.02%	-1.09%	-25.56%
Baron Focused Growth Fund (BFGFX)	S-M	$29.64	$0.58	2.00%	-1.13%	-25.72%
Baron Focused Growth Fund (BFGUX)	S-M	$30.91	$0.62	2.05%	-1.09%	-25.54%
Baron Asset Fund (BARIX)	M	$83.16	$1.59	1.95%	1.77%	-32.77%
Baron Asset Fund (BARUX)	M	$83.15	$1.59	1.95%	1.77%	-32.76%
Baron Asset Fund (BARAX)	M	$78.79	$1.50	1.94%	1.76%	-32.91%
Baron Durable Advantage Fund (BDAIX)	L	$15.13	$0.31	2.09%	2.02%	-26.70%
Baron Durable Advantage Fund (BDAUX)	L	$15.13	$0.31	2.09%	2.09%	-26.70%
Baron Durable Advantage Fund (BDAFX)	L	$14.96	$0.30	2.05%	2.05%	-26.85%
Baron Fifth Avenue Growth Fund (BFTUX)	L	$29.86	$0.55	1.88%	0.84%	-46.29%
Baron Fifth Avenue Growth Fund (BFTIX)	L	$29.84	$0.54	1.84%	0.81%	-46.30%
Baron Fifth Avenue Growth Fund (BFTHX)	L	$28.96	$0.52	1.83%	0.80%	-46.40%
Baron Opportunity Fund (BIOUX)	A	$26.77	$0.57	2.18%	1.90%	-38.98%
Baron Opportunity Fund (BIOPX)	A	$25.19	$0.54	2.19%	1.90%	-39.10%
Baron Opportunity Fund (BIOIX)	A	$26.74	$0.57	2.18%	1.91%	-38.98%
Baron Partners Fund (BPTIX)	A	$133.99	$3.94	3.03%	-7.41%	-33.39%
Baron Partners Fund (BPTUX)	A	$133.98	$3.93	3.02%	-7.41%	-33.39%
Baron Partners Fund (BPTRX)	A	$129.09	$3.80	3.03%	-7.42%	-33.53%
Baron Emerging Markets Fund (BEXFX)	IN	$11.75	$0.09	0.77%	-1.59%	-32.90%
Baron Emerging Markets Fund (BEXIX)	IN	$11.83	$0.09	0.77%	-1.50%	-32.71%
Baron Emerging Markets Fund (BEXUX)	IN	$11.84	$0.10	0.85%	-1.50%	-32.69%
Baron Global Advantage Fund (BGAFX)	IN	$26.50	$0.36	1.38%	-1.56%	-47.77%
Baron Global Advantage Fund (BGLUX)	IN	$27.12	$0.36	1.35%	-1.56%	-47.66%
Baron Global Advantage Fund (BGAIX)	IN	$27.11	$0.37	1.38%	-1.53%	-47.65%
Baron International Growth Fund (BINIX)	IN	$21.43	$0.29	1.37%	1.32%	-35.85%
Baron International Growth Fund (BIGUX)	IN	$21.41	$0.28	1.33%	1.28%	-35.87%
Baron International Growth Fund (BIGFX)	IN	$21.00	$0.28	1.35%	1.30%	-36.01%
Baron New Asia Fund (BNAFX)	IN	$6.74	$0.05	0.75%	-3.02%	-33.73%
Baron New Asia Fund (BNAIX)	IN	$6.76	$0.05	0.75%	-3.01%	-33.53%
Baron New Asia Fund (BNAUX)	IN	$6.76	$0.04	0.60%	-3.15%	-33.53%
Baron FinTech Fund (BFINX)	SCT	$10.69	$0.17	1.62%	1.14%	-35.86%
Baron FinTech Fund (BFIIX)	SCT	$10.76	$0.17	1.61%	1.13%	-35.75%
Baron FinTech Fund (BFIUX)	SCT	$10.76	$0.17	1.61%	1.13%	-35.75%
Baron Health Care Fund (BHCUX)	SCT	$16.89	$0.31	1.87%	2.99%	-21.59%
Baron Health Care Fund (BHCFX)	SCT	$16.70	$0.31	1.89%	2.96%	-21.74%
Baron Health Care Fund (BHCHX)	SCT	$16.90	$0.32	1.93%	2.99%	-21.54%
Baron Real Estate Fund (BREFX)	SCT	$26.23	$0.47	1.82%	-0.19%	-32.84%
Baron Real Estate Fund (BREIX)	SCT	$27.04	$0.49	1.85%	-0.15%	-32.70%
Baron Real Estate Fund (BREUX)	SCT	$27.04	$0.49	1.85%	-0.15%	-32.70%
Baron Real Estate Income Fund (BRIIX)	SCT	$12.22	$0.09	0.74%	-3.09%	-31.16%
Baron Real Estate Income Fund (BRIUX)	SCT	$12.21	$0.09	0.74%	-3.02%	-31.18%
Baron Real Estate Income Fund (BRIFX)	SCT	$12.10	$0.10	0.83%	-3.04%	-31.29%
Baron Technology Fund (BTEUX)	SCT	$5.93	$0.12	2.07%	0.34%	-40.70%
Baron Technology Fund (BTECX)	SCT	$5.93	$0.12	2.07%	0.34%	-40.70%
Baron Technology Fund (BTEEX)	SCT	$5.92	$0.12	2.07%	0.34%	-40.80%
Baron WealthBuilder Fund (BWBFX)	EA	$13.86	$0.27	1.99%	-0.22%	-33.61%
Baron WealthBuilder Fund (BWBIX)	EA	$14.03	$0.28	2.04%	-0.14%	-33.44%
Baron WealthBuilder Fund (BWBTX)	EA	$14.02	$0.27	1.96%	-0.21%	-33.49%

Updated on 09/30/2022

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation

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