The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Baron Focused Growth Institutional BFGIX
- NAV / 1-Day Return 38.69 / +0.55 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.060%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield —
- Turnover 6%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis BFGIX
Will BFGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Tesla Inc | 11.46 | 152.8 Mil | Consumer Cyclical |
Arch Capital Group Ltd | 5.01 | 66.8 Mil | Financial Services |
Hyatt Hotels Corp Class A | 4.89 | 65.2 Mil | Consumer Cyclical |
Space Exploration Technologies Class A Common Stock | 4.58 | 61.1 Mil | — |
FactSet Research Systems Inc | 4.47 | 59.6 Mil | Financial Services |
Vail Resorts Inc | 4.32 | 57.6 Mil | Consumer Cyclical |
Guidewire Software Inc | 4.30 | 57.4 Mil | Technology |
CoStar Group Inc | 4.16 | 55.5 Mil | Real Estate |
MSCI Inc | 3.82 | 50.9 Mil | Financial Services |
Red Rock Resorts Inc Class A | 3.77 | 50.2 Mil | Consumer Cyclical |