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Baron Focused Growth Institutional (BFGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
36.10+0.54 (+1.52%)
At close: 06:46PM EST

Baron Focused Growth Institutional

New York, NY 10153

767 Fifth Avenue 49th Floor

Baron Select Funds

Management Information
,Lead Manager since August 27, 2018
David joined Baron in 2005 as a research analyst. In 2018, he was named co-portfolio manager of Baron Focused Growth Fund. From 2002 to 2005, David worked at Jefferies Group as a gaming analyst. David graduated from Emory University with a B.B.A. in Finance in 2002 and from Columbia Business School with an M.B.A. in 2009.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyBaron Capital Group, Inc.
Net Assets1.09B
YTD Return19.29%
Morningstar Rating★★★★★
Inception DateJun 29, 2008

Fund Operations

Last Dividend0.00
Last Cap Gain24.00
Holdings Turnover22.34%
Average for CategoryN/A

Fees & Expenses

ExpenseBFGIXCategory Average
Annual Report Expense Ratio (net)1.32%1.09%
Prospectus Net Expense Ratio1.32%N/A
Prospectus Gross Expense Ratio1.32%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A