Is Baron health care retail a good investment?

A sound investment process and strong management team underpin Baron Health Care Retail's Morningstar Medalist Rating of Gold. 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. Transparency is our policy. Learn how it impacts everything we do

Who does the health care fund invest in?

The Fund invests in companies engaged in the research, development, production, sale, delivery, or distribution of products and services related to the health care industry. The Fund may purchase securities of companies of any market capitalization. Non-diversified. 1 Source: FactSet SPAR.

What is bhcfx's people pillar?

The People Pillar is our evaluation of the BHCFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. The Parent Pillar is our rating of BHCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.