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    Baron Focused Growth Instl (BFGIX)

    13.87 Down 0.19(1.35%) Jan 30
    Prev Close:14.06
    YTD Return*:2.55%
    Net Assets*:195.27M
    Yield*:N/A

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    H7.35-1.08
    TSLA7.35-1.39
    CSGP6.54-1.91
    MTN6.31-0.75
    FDS5.37-0.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:195.27M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:2.55%
    5y Avg Return:13.25%
    Rank in Category (ytd):84
    % Rank in Category (ytd):11.21%
    Beta (3y):1.03
    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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