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    Baron Focused Growth Instl (BFGIX)

    15.18 Down 0.04(0.26%) Apr 24
    Prev Close:15.18
    YTD Return*:3.48%
    Net Assets*:201.08M
    Yield*:N/A

    * As of 31-Mar-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    TSLA7.71-15.66
    H7.08-2.38
    MTN7.0213.08
    CSGP6.907.64
    FDS5.9514.02

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:201.08M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:3.48%
    5y Avg Return:12.80%
    Rank in Category (ytd):83
    % Rank in Category (ytd):10.7%
    Beta (3y):1.05
    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 growth companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution. 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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