Baron Growth Instl (BGRIX)
64.22 
0.05(0.08%) May 21
| Prev Close: | 64.22 |
|---|
| YTD Return*: | 13.45% |
|---|
| Net Assets*: | 6.62B |
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| Yield*: | 0.39% |
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* As of 31-Mar-13
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Headlines
- No Headlines available for BGRIX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| ACGL | 3.28 | 19.42 |
| ITC | 3.04 | 16.89 |
| DKS | 2.94 | 3.92 |
| CYH | 2.87 | 56.25 |
| GWR | 2.82 | 20.19 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 6.62B |
| Category: | Mid-Cap Growth |
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| Annual Report Expense Ratio (net): | 1.06% |
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Performance & Risk
| YTD Return: | 13.45% |
| 5y Avg Return: | 8.79% |
| Rank in Category (ytd): | 6 |
| % Rank in Category (ytd): | 0.83% |
| 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.
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