Baron Focused Growth Retail (BFGFX)
13.81 0.18(1.32%) Dec 18
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||19.53%|
|Rank in Category (ytd):||98|
|% Rank in Category (ytd):||13.78%|
|Morningstar Risk Rating:||3|
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