Baron Focused Growth Fund Institutional Shares BFGIX:NASDAQ

Net Asset Value$15.62Previous Close - 4/03/2020
1-Day Change-0.21(1.33%)
YTD Change-5.05(24.43%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 12/31/2019

Top 5 SectorsTop 5 Holdings
Consumer Services41.37%
CoStar Group Inc ORD14.36%
Technology Services20.50%
Tesla Inc ORD14.34%
Consumer Durables14.34%
Vail Resorts Inc ORD12.24%
Commercial Services7.67%
Hyatt Hotels Corp ORD11.62%
Finance7.15%
Factset Research Systems In...7.67%
Concentration of Top 591.03% Concentration of Top 560.23% 

Fund Profile

Fund Strategy

The Fund seeks capital appreciation. The Funds seeks to purchase U.S. securities of small and mid-sized growth companies that the Adviser believes are undervalued relative to their businesses long-term growth prospects, future cash flows and asset values.

Fund Category US Diversified Equity
Inception Date 05/29/2009
Manager Ronald Baron
Fund Classification Mid-Cap Growth Funds
Managed Since 2009
Other Managed Funds   BFGUX  BWBIX  BFGFX  BWBTX  BWBFX

Lipper Leader Scorecard as of 02/29/2020

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
374

374

12,246

374

204
3 Year Rating(# of funds in category)
374

374

12,246

374

N/A
5 Year Rating(# of funds in category)
342

342

10,397

342

N/A
10 Year Rating(# of funds in category)
269

269

7,058

269

N/A

Fund Highlights

Total Expense Ratio1.09%
Average Market Capitallization$20.3 B
Net Asset ValueN/A
Total Net Assets$82.8 M
Sales ExpensesInstitutional Load Fund
Minimum Initial Investment$1000000
Minimum IRA InvestmentN/A
AvailabilityOpen to New Investors
Current Yield0.00%
Dividend Ex-DateN/A

Risk Analysis

Beta vs. S&P 5000.91
R-Squared vs. S&P 5000.59
Standard Deviation15.67%
Sharpe Ratio1.13
Portfolio TurnoverN/A