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Baron Asset Retail Message Board

wsj111 1 post  |  Last Activity: Aug 10, 2015 10:44 PM Member since: Mar 19, 2000
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    Star Fund

    by starcutspin Jul 30, 2015 6:52 PM
    wsj111 wsj111 Aug 10, 2015 10:44 PM Flag

    Here are the annualized returns
    1-Year: 5.81%
    3-Year: 11.27%
    5-Year: 10.41%
    10-Year: 6.76%

    Actually I think this is good retirement option...full disclosure I have lots of money in here in addition to other Vanguard funds. Keep in mind that 30% of the fund is in bonds and 5% in cash so the Star fund does not go down as much as all equity in a bear market and will not go up as much in a bull market.

    I don't have any bonds or bond funds but use this fund as my bond exposure

62.20-0.80(-1.27%)Sep 4 6:25 PMEDT