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    Baron Focused Growth Instl (BFGIX)

    14.49 Up 0.05(0.35%) Dec 26
    Prev Close:14.44
    YTD Return*:0.87%
    Net Assets*:191.33M
    Yield*:N/A

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    H7.6816.84
    MTN6.2520.11
    CFX6.03-20.80
    CSGP5.47-8.91
    PNK4.85-9.43

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:191.33M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:0.87%
    5y Avg Return:13.94%
    Rank in Category (ytd):92
    % Rank in Category (ytd):12.25%
    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 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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