Baron Growth Instl
767 Fifth Ave 49th FL New York NY 10153
Map
Phone: 800-442-3814
| Category: | Small Growth | | Fund Family: | Baron Capital Group | | Net Assets: | 314.94M | | Year-to-Date Return: | 24.95% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 29-May-09 |
|
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: | $1,000,000 | | Min Initial Investment, IRA: | $1,000,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
|
| |
| 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
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 132.21% |
|
| Expense | BGRIX | Category
Avg | | Total Expense Ratio: | 1.07%
| 1.61% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 340 | $680 | | 5 Yr Expense Projection*: |
$ 590 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,306 | $2,174 |
|
|
0.16% Nasdaq 0.00%
Profile
