Baron Asset Fund
Shareclass
Baron Asset R6 (BARUX)
Type
Open-end mutual fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 197 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Baron Asset Fund BARUX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Welltower Inc0.85% of assets$32.07M invested
- 2. Willis Towers Watson PLC0.77% of assets$29.16M invested
- 3. Hilton Worldwide Holdings Inc0.21% of assets$8.04M invested
- 4. IDEX Corp0.82% of assets$31.05M invested
- 5. On Holding AG1.28% of assets$48.58M invested
- 6. Arch Capital Group Ltd3.88% of assets$147.28M invested
- 7. FactSet Research Systems Inc1.23% of assets$46.62M invested
- 8. Dayforce Inc0.81% of assets$30.87M invested
- 9. Equinix Inc0.95% of assets$36.12M invested
- 10. Choice Hotels International Inc1.35% of assets$51.15M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Vertiv Holdings Co Class A1.05% of assets$39.98M invested
- 2. Loar Holdings Inc1.05% of assets$40M invested
- 3. Rollins Inc1.77% of assets$66.99M invested
- 4. The Trade Desk Inc Class A0.65% of assets$24.51M invested
- 5. DraftKings Inc Ordinary Shares - Class A0.81% of assets$30.86M invested
- 6. Procore Technologies Inc0.96% of assets$36.46M invested
- 7. SS&C Technologies Holdings Inc0.94% of assets$35.78M invested
- 8. Fair Isaac Corp2.57% of assets$97.27M invested
- 9. West Pharmaceutical Services Inc0.9% of assets$33.95M invested
- 10. Floor & Decor Holdings Inc Class A0.68% of assets$25.8M invested
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Financial performance
Performance data provided by
Find more financial data on BARUX at Morningstar.com
Find more financial data on BARUX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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