Baron Focused Growth Instl (BFGIX)
12.91 
0.11(0.86%) May 17
| Prev Close: | 12.80 |
|---|
| YTD Return*: | 11.01% |
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| Net Assets*: | 143.44M |
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| Yield*: | N/A |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for BFGIX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| H | 7.04 | 11.33 |
| GWR | 6.32 | 20.19 |
| ITC | 5.76 | 16.89 |
| FDS | 5.66 | 4.47 |
| VRSK | 5.36 | 19.95 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 143.44M |
| Category: | Mid-Cap Growth |
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| Annual Report Expense Ratio (net): | 1.10% |
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Performance & Risk
| YTD Return: | 11.01% |
| 5y Avg Return: | 7.12% |
| Rank in Category (ytd): | 44 |
| % Rank in Category (ytd): | 6.06% |
| Beta (3y): | 1.07 |
| 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.
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