Baron Opportunity FundBIOIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.6B
Expense ratio
1.05%
1-year return
+23.9%
3 years, a year
+24.8%
5 years, a year
+7.9%
Holdings
50
What it aims to do.
The investment goal of Baron Opportunity Fund (the Fund) is capital appreciation through investments primarily in growth companies that benefit from technology advances.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 13.26% |
| JOBY Space Exploration Technologies | 6.61% |
| AVGO Broadcom Inc | 6.28% |
| AMZN Amazon.com Inc | 6.25% |
| JOBY Space Exploration Tech Corp | 6.03% |
| TSLA Tesla Inc | 5.41% |
| JOBY Spotify Technology SA | 3.97% |
| META Meta Platforms Inc | 3.86% |
| GOOGL Alphabet Inc | 3.81% |
| LLY Eli Lilly & Co | 3.41% |
More on BIOIX.
- BIOIX overview
- BIOIX holdings
- BIOIX risk
- BIOIX costs
- BIOIX money in and out
- BIOIX share classes
- Compare BIOIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.