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Baron Growth Retail (BGRFX)

63.66 Up 0.54(0.86%) May 17

Prev Close:63.12
YTD Return*:13.38%
Net Assets*:6.62B
Yield*:0.16%

* As of 31-Mar-13

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
ACGL3.2819.42
ITC3.0416.89
DKS2.943.92
CYH2.8756.25
GWR2.8220.19

Fund Basics

Morningstar Overall Rating:
Total Assets:6.62B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.32%

Performance & Risk

YTD Return:13.38%
5y Avg Return:8.58%
Rank in Category (ytd):7
% Rank in Category (ytd):0.96%
Beta (3y):1.03
Morningstar Risk Rating:2

Fund Summary

The investment seeks capital appreciation through long-term investments primarily in securities of small-sized growth companies. The fund invests for the long term primarily in equity securities in the form of common stock of small-sized growth companies with market capitalizations of under $2.5 billion at the time of purchase selected for their capital appreciation potential. The Adviser selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition. View More
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