Baron Growth
767 Fifth Ave 49th FL New York NY 10153
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Phone: 800-442-3814
| Category: | Small Growth | | Fund Family: | Baron Capital Group | | Net Assets: | 4.87B | | Year-to-Date Return: | 24.85% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-94 |
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Ronald Baron
Lead Manager since
01-Jan-95 | | | Baron is the chairman, CEO and chief investment officer of BAMCO, Inc. He is also a senior member of BAMCO's Research team and is responsible for stock selection and the portfolio structure. He has been the portfolio manager for three other mutual funds. Baron is also a senior member of the Adviser's research team and is responsible for stock selection and the portfolio structure. |
| 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 |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks of small-sized growth companies selected for their capital appreciation potential. It considers a small-sized company as one having a market value of under 2.5 billion at the time of purchase. The management seeks to purchase securities that are expected to increase in value 100% in four years and then double again in the following four or five years. |
| Last Dividend
(28-Dec-98):
| 0.04 | | Last Cap Gain
(28-May-09):
| 0.04 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 132.21% |
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| Expense | BGRFX | Category
Avg | | Total Expense Ratio: | 1.32%
| 1.61% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 418 | $680 | | 5 Yr Expense Projection*: |
$ 723 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,590 | $2,174 |
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0.16% Nasdaq 0.00%
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