Baron iOpportunity
767 Fifth Ave 49th FL New York NY 10153
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Phone: 800-442-3814
| Category: | Mid-Cap Growth | | Fund Family: | Baron Asset | | Net Assets: | 174.40M | | Year-to-Date Return: | -41.97% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Feb-00 |
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Michael Lippert
Lead Manager since
03-Mar-06 | | | Lippert is a portfolio manager at BAMCO. From April 2001 to December 2001, He was a research analyst and general counsel for JLF Asset Management and from 2000 to 2001, he was a partner of Baker & Botts. Lippert holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund primarily invests in common stocks of growth companies. It normally invests at least 80% of assets in securities of companies that have internet-related and information technology growth opportunities. The seeks to purchase securities that are expected to increase in value 100% within four years. |
| Last Dividend
(16-Nov-00):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 118.51% |
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| Expense | BIOPX | Category
Avg | | Total Expense Ratio: | 1.42%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$452 | $697 | | 5 Yr Expense Projection*: |
$782 | $1,075 | | 10 Yr Expense Projection*: |
$1,713 | $2,114 |
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1.83% Nasdaq 0.00%
0.12 (1.91%) 
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