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 Dow Up 0.47% Nasdaq Up 0.63%

Baron Focused Growth Instl (BFGIX)

14.29 Up 0.01(0.07%) Jul 9
Prev Close:14.28
YTD Return*:2.34%
Net Assets*:198.96M
Yield*:1.37%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
CFX7.4117.63
H6.7023.80
MTN4.935.06
GWR4.808.93
ITC4.6514.73

Fund Basics

Morningstar Overall Rating:
Total Assets:198.96M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:2.34%
5y Avg Return:17.43%
Rank in Category (ytd):71
% Rank in Category (ytd):9.32%
Beta (3y):1.11
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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