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    Baron Growth Retail (BGRFX)

    75.34 Down 0.31(0.41%) Apr 1
    Prev Close:75.65
    YTD Return*:2.99%
    Net Assets*:8.25B
    Yield*:N/A

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ITC3.28-4.87
    UA3.2213.46
    MIDD3.128.60
    IT2.93-1.95
    ACGL2.880.91

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:8.25B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.29%

    Performance & Risk

    YTD Return:2.99%
    5y Avg Return:16.75%
    Rank in Category (ytd):87
    % Rank in Category (ytd):11.21%
    Beta (3y):0.94
    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. 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
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