as do names such as ClearBridge Aggressive Growth SHRAX (with a potential capital gains exposure of 65%), Baron Growth BGRFX (60%), and Sequoia SEQUX (55%). Those funds also have some cash at the ready--particularly Sequoia
following midcap funds to replace. The long list of candidates is: BPTRX, BIOPX, NBGNX, DEFIX, VASVX, ABYSX, NSEIX, FOGRX, BGRFX , BUFMX, POAGX, VIMAX, VMGRX. Small Cap- Sell Baron Small Cap (not that impressed) and replace with Homestead Small Company
Value Instl PSVIX (expense ratio: 0.87) Small Blend: Small Cap Index Fund (expense ratio: 0.14) Medium Growth: Baron Growth Instl BGRIX (expense ratio: 1.06) Intnl. Large Blend: International Index Fund (expense ratio: 0.11) Global Real
box Large/Mid only): LEXCX VDIGX MYIFX SWDSX ARTKX MFCFX CFVLX AVEDX LGILX HDPEX ADSIX VVPLX ACMVX WEHIX AKREX SMCDX UMBMX BGRFX SWHFX PESPX NICSX JMVSX SCMFX HFCSX GTSIX HFMDX BFGFX My 401K is about the same size and is as below: Feedback/recommendations
rarely meet the fund's criteria, but the business-services, media, and communications sectors have been favorites. Baron Growth 's sense of style sets it apart. Growth investors often fail to succeed because they don't pay enough attention to price
The upshot of that gutsy strategy is that it offers a more-potent dose of a talented stock-picker's abilities. We just think that most investors can do just fine with a smaller dosage at more-diversified sibling Baron Growth BGRFX .
meet the fund's criteria, but the business-services, media, and communications sectors have been favorites. The more Baron Growth changes, the more it stays the same. And that's a good thing. This offering gets its edge, in part, from manager Ron
Baron Growth Fund is well worth the considerable patience it can require. Not long ago, some investors didn't want anything to do with this