Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down 0.10% Nasdaq Up 0.23%
Streaming
Ticker Tape: On

Baron Focused Growth Retail (BFGFX)

13.54 Up 0.09(0.67%) Apr 17
Get the big picture on all your investments.
Prev Close:13.45
YTD Return*:-0.43%
Net Assets*:191.61M
Yield*:1.23%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
CFX7.4112.53
H6.7011.20
MTN4.93-6.28
GWR4.802.62
ITC4.6516.76

Fund Basics

Morningstar Overall Rating:
Total Assets:191.61M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:-0.43%
5y Avg Return:20.84%
Rank in Category (ytd):86
% Rank in Category (ytd):11.35%
Beta (3y):1.09
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation. The fund invests 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 assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback