Dow Down 0.31% Nasdaq Up 0.16%

Baron Focused Growth Instl (BFGIX)

14.19 Up 0.07(0.50%) Aug 29
Prev Close:14.19
YTD Return*:-3.69%
Net Assets*:189.65M
Yield*:1.46%

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
CFX7.53-0.97
H7.4017.59
MTN5.310.80
GWR5.04-0.98
PNK4.59-16.62

Fund Basics

Morningstar Overall Rating:
Total Assets:189.65M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:-3.69%
5y Avg Return:14.33%
Rank in Category (ytd):91
% Rank in Category (ytd):11.88%
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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