Baron Growth Retail (BGRFX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.29%|
Performance & Risk
|5y Avg Return:||17.08%|
|Rank in Category (ytd):||80|
|% Rank in Category (ytd):||10.39%|
|Morningstar Risk Rating:||2|
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. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger. View More