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Baron Focused Growth Retail (BFGFX)

13.97 Up 0.09(0.65%) Nov 21

Profile as of Oct 30, 2014Get Profile for:
Baron Focused Growth Retail
Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
Phone: 800-992-2766
Fund Overview 
Category:Mid-Cap Growth
Fund Family:Baron Capital Group
Net Assets:197.59M
Year-to-Date Return:0.16%
Morningstar Rating:2 stars
Fund Inception Date:May 31, 1996
Morningstar Style Box 
Mid-Cap Growth
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Ronald Baron
Lead Manager since May 31, 1996
Ron founded Baron Capital in 1982as a research analyst. From 1970 to 1982, Ron worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, Ron worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, Ron worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965.
Investment Information 
Min Initial Investment:2,000
Min Initial Investment, IRA:2,000
Min Initial Investment, AIP:500
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
BFGFX can be purchased from 63 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund will invest for the long term primarily in equity securities in the form of common stock of small- and mid-sized U.S. growth companies. A small-sized growth company is defined as one having a market capitalization of less than $2.5 billion at the time of purchase. A mid-sized growth company is defined as one having a market capitalization of $2.5 billion to $10 billion at the time of purchase. Because of its long-term approach, the fund could have a significant percentage of its assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Sep 22, 2014) : 0.00
Annual Holdings Turnover (Nov 17, 2014) : 33.67%
Average for Category:59.95%
Fees & Expenses 
ExpenseBFGFXCategory Avg
Annual Report Expense Ratio (net):1.35%1.31%
Prospectus Net Expense Ratio:1.35%N/A
Prospectus Gross Expense Ratio:1.42%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.39%
Max Deferred Sales Load: N/A2.24%
3 Yr Expense Projection*:428559
5 Yr Expense Projection*:739879
10 Yr Expense Projection*:1,6241,797
* Per $10,000 invested