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Baron Growth (BGRFX)On Nov 24: 39.50  Down 0.08 (0.20%)  
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Profile  As of 31-Oct-09Get Profile for:
Baron Growth
767 Fifth Ave 49th FL New York NY 10153
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Phone: 800-442-3814
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FUND OVERVIEW 
Category:Small Growth
Fund Family:Baron Capital Group
Net Assets:4.87B
Year-to-Date Return:24.85%
Yield:0.00%
Morningstar Rating:5 stars
Fund Inception Date:30-Dec-94
MORNINGSTAR STYLE BOX 
Small Growth
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
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 14 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseBGRFXCategory
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
* Per $10,000 invested


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