Baron Opportunity Fund Inst Shs
BIOIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- New York, NY 10153 New York NY United States of America 10153
- IPO Date
- May 29, 2009
- CIK
- 0000810902
- Website
- baroncapitalgroup.com
- Similar Companies
- Business
- Baron Opportunity Fund Institutional Shares (BIOIX) is an all-cap growth mutual fund managed by Baron Capital Group, Inc., that primarily invests in equity securities of U.S. high-growth businesses across all market capitalizations, selected for their long-term capital appreciation potential based on participation in transformative secular trends such as artificial intelligence, autonomous transportation, robotics, digital commerce, advanced therapeutics, and minimally invasive surgery; the portfolio holds approximately 48 issuers with top holdings including NVIDIA Corporation (semiconductors and AI systems), Broadcom Inc. (semiconductors and infrastructure software), Microsoft Corporation (cloud computing and software), Amazon.com, Inc. (e-commerce and AWS cloud services), and Tesla, Inc. (electric vehicles, energy storage, and autonomy software); sector allocations emphasize information technology (48.5%), consumer discretionary (14.3%), health care (12.3%), and communication services (10.9%), with a weighted average market cap of $1.42 trillion, median market cap of $44.61 billion, and three-year average turnover of 28.78%. Launched with inception date of February 29, 2000, BIOIX maintains net assets of $1.76 billion as of September 30, 2025, features an expense ratio of 1.05%, and is available to U.S. investors with a minimum initial investment of $1 million; the fund is domiciled in the United States, priced daily in USD, and managed by portfolio manager Michael Lippert since March 3, 2006. In recent developments, Baron Capital Group launched five new actively managed ETFs on December 15, 2025—including Baron First ETF, Durable ETF, ID Cap ETF, Barons ETF, and Baron Technology ETF—to extend its investment strategies into the ETF space amid growing interest in active management; additionally, Space Exploration Technologies Corp. (SpaceX) has become Baron Capital's largest investment, surpassing Tesla with approximately $10 billion invested, reflecting heightened emphasis on space and broadband opportunities within the Opportunity Fund's portfolio. The fund targets institutional investors seeking exposure to innovation-driven growth companies, with geographic focus predominantly on U.S. stocks (90.19%) supplemented by non-U.S. equities (6.12%), and no fixed income or significant cash allocations beyond 0.44%.