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Baron Growth Fund (BGRFX)
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9/21 12:03 PM
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102.23 - YTD Return 4.10%
- Expense Ratio 1.30%
- Category Mid-Cap Growth
- Last Cap Gain 83.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 7.24B
- Beta (5Y Monthly) 1.08
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 2.11%
- Last Dividend 0.07
- Inception Date May 29, 2009
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.
Baron Capital Group, Inc.
Fund Family
Mid-Cap Growth
Fund Category
7.24B
Net Assets
2009-05-29
Inception Date
Performance Overview: BGRFX
View MoreTrailing returns as of 11/20/2024. Category is Mid-Cap Growth.
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Holdings: BGRFX
View MoreTop 10 Holdings (69.15% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBGRFX
Financial Services 49.24%
Technology 16.27%
Consumer Cyclical 13.44%
Real Estate 10.25%
Healthcare 6.61%
Communication Services 2.79%
Industrials 0.74%
Consumer Defensive 0.64%
Basic Materials 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: BGRFX
View MoreResearch Reports: BGRFX
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