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 Dow Up 0.13% Nasdaq Down 0.10%

Baron Focused Growth Retail (BFGFX)

13.79 Down 0.10(0.72%) Jul 28
Prev Close:13.89
YTD Return*:2.22%
Net Assets*:198.98M
Yield*:1.20%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
CFX7.5317.63
H7.4023.80
MTN5.315.06
GWR5.048.93
PNK4.59-1.81

Fund Basics

Morningstar Overall Rating:
Total Assets:198.98M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:2.22%
5y Avg Return:17.14%
Rank in Category (ytd):72
% Rank in Category (ytd):9.4%
Beta (3y):1.11
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation. The fund will invest 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 its assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified. View More
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