Morningstar

Baron FinTech Retail BFINX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 16.43  /  −0.12 %
  • Total Assets 64.9 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 16%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:11 PM GMT+0

Morningstar’s Analysis BFINX

Will BFINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BFINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BFINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BFINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Baron FinTech Retail's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BFINX

More BFINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Visa Inc Class A

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Fiserv Inc

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Tradeweb Markets Inc

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