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Baron Focused Growth Retail (BFGFX)

13.30 Up 0.11(0.83%) Oct 20
Prev Close:13.30
YTD Return*:-2.06%
Net Assets*:192.94M
Yield*:N/A

* As of 30-Sep-14

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

Top Holdings

Symbol% AssetsYTD Return %
H7.6818.38
MTN6.2514.40
CFX6.03-12.11
CSGP5.47-17.36
PNK4.85-4.62

Fund Basics

Morningstar Overall Rating:
Total Assets:192.94M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:-2.06%
5y Avg Return:12.77%
Rank in Category (ytd):86
% Rank in Category (ytd):11.29%
Beta (3y):1.12
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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