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Baron Growth Retail (BGRFX)

70.94 Up 0.03(0.04%) Jul 23

Profile as of Jun 29, 2014Get Profile for:
Baron Growth Retail
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
Phone: 800-992-2766
Fund Overview 
Category:Mid-Cap Growth
Fund Family:Baron Capital Group
Net Assets:8.34B
Year-to-Date Return:0.72%
Morningstar Rating:4 stars
Fund Inception Date:Dec 30, 1994
Morningstar Style Box 
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
Management Information 
Ronald Baron
Lead Manager since Dec 30, 1994
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:0
Min Subsequent Investment, IRA:0
Min Subsequent Investment, AIP:50
BGRFX can be purchased from 128 brokerages.

Fund Summary 
The investment seeks capital appreciation through long-term investments primarily in securities of small-sized growth companies. The fund invests for the long term primarily in equity securities in the form of common stock of small-sized growth companies with market capitalizations of under $2.5 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation.

Fund Operations 
Last Dividend (Jul 8, 2013) : 0.07
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 21, 2014) : 9.63%
Average for Category:56.95%
Fees & Expenses 
ExpenseBGRFXCategory Avg
Annual Report Expense Ratio (net):1.30%1.33%
Prospectus Net Expense Ratio:1.30%N/A
Prospectus Gross Expense Ratio:1.30%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.40%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:412559
5 Yr Expense Projection*:713880
10 Yr Expense Projection*:1,5681,799
* Per $10,000 invested