Buy These 3 Baron Mutual Funds for Solid Returns

Baron Capital is an investment management company managing $43.4 billion in assets as of Sept. 30, 2024. The company’s strategy is to invest in growth equities for the long term. Baron Capital aims to identify secular growth businesses endowed with sustainable competitive edges and strong management teams. It has incorporated ESG criteria into its research process for investing in equities with an emphasis on sustainable growth. The Baron approach to portfolio construction is very much grounded in the bottom-up approach and this is done through the application of deep industry expertise and robust risk management. All these qualities make Baron Capital an attractive choice for investment.We have chosen three Baron Capital mutual funds — Baron Durable Advantage Fund BDAFX, Baron Real Estate Income Retail BRIFX and Baron Focused Growth Fund BFGFX — that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.Baron Durable Advantage Fund invests most of its net assets in equity securities of large U.S. companies. BDAFX advisors invest in well-managed, cash-generating businesses that reward shareholders with buybacks and dividends.Alex Umansky has been the lead manager of BDAFX since Dec. 29, 2017. Most of the fund's holdings were in companies like Microsoft Corp (8%) Meta Platforms, Inc. (6.9%) and Amazon.com, Inc. (6.4%) as of Sept. 30, 2024.BDAFX's 3-year and 5-year annualized returns are 13% and 17.9%, respectively. Its net expense ratio is 0.95%. BDAFX has a Zacks Mutual Fund Rank #1.To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.Baron Real Estate Income Retail fund invests in income-generating and other real estate-related securities across all market capitalizations, including stocks, debt, preferred securities and international real estate instruments.Jeffrey Kolitch has been the lead manager of BRIFX since Dec. 29, 2017. Most of the fund's holdings were in companies like Equinix, Inc. (9.6%), Welltower OP LLC (8.5%) and Vornado Realty Trust (5.7%) as of Sept. 30, 2024.BRIFX's 3-year and 5-year annualized returns are 4% and 10.3%, respectively. Its net expense ratio is 1.05%. BRIFX has a Zacks Mutual Fund Rank #2.Baron Focused Growth Fund invests in common stocks of U.S. small- and mid-sized growth companies, defined as those with market caps up to the largest in the Russell Midcap Growth Index at reconstitution.Ronald Baron has been the lead manager of BFGFX since June 30, 2008. Most of the fund's holdings were in companies like Tesla, Inc. (9.8%), Arch Capital Group Ltd. (6.1%) and Spotify Technology S.A.  (5.9%) as of Sept. 30, 2024.BFGFX's 3-year and 5-year annualized returns are 4.8% and 26.1%, respectively. Its net expense ratio is 1.32%. BFGFX has a Zacks Mutual Fund Rank #2.Want key mutual fund info delivered straight to your inbox?Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>Just Released: Zacks Top 10 Stocks for 2024Hurry – you can still get in early on our 10 top tickers for 2025. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful. From inception in 2012 through November, 2024, the Zacks Top 10 Stocks gained +2,112.6%, more than QUADRUPLING the S&P 500’s +475.6%. Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2025. You can still be among the first to see these just-released stocks with enormous potential. See New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (BFGFX): Fund Analysis Report Get Your Free (BDAFX): Fund Analysis Report Get Your Free (BRIFX): Fund Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks