
cow funds to rip investors off by not reducing expense ratios as AUM have ballooned, ranked by most egregious: Baron Growth ( BGRFX , $6.2B AUM, 1.32% ER), Baron Small Cap (BSCFX, $4.2B, 1.31%), Baron Asset (BARAX, $2
Roth: Cash 6,001 0.29 N/A Jeff's Roth: Vanguard International Value VTRIX 3,049 0.15 Jeff's Roth: Baron Growth BGRFX 2,391 0.12 Jeff's Roth: BlackRock S&P 500 MDSRX 2,396 0.12 Jeff's Roth: FBR Large Cap FBRPX 2
at 65 if possible. Currently, I invetsted 20% PTRAX ; 20% VBTSX; 10% VIFSX;10% VIMSX; 10% VSISX;10%VTSGX;5% BGRFX ;5%SSMVX; 5%JIGRX.5%PABGX. I have additional funds avaliable and I am not sure if I should invest them, too. They
a tremendous sum for the small-cap-focused firm. Baron had become large for good reason. Flagship offering Baron Growth BGRFX boasted a sterling long-term record and sailed through the early-2000s bear market relatively unscathed. However
other money. They are AEP, D, PGN and WR. My third and income much later bucket holds my funds: OAKBX, FLPSX, FCPVX, BGRFX , VEIPX, VWINX and VWELX. The second and third buckets are in Roth accounts or waiting in line to be converted over next six
RP Growth RPX. You may recall Rubin from his days at Baron, where he ran Baron iOpportunity and comanaged Baron Growth BGRFX . He established a strong track record there, so you've got a little more to go on than with most new funds
TRMCX 6% HRINX 8% CMSCX 7% JIGRX 7% RPSIX 8% And here is my planned contribution for 401(k): FCNKX 25% FLPKX 20% BGRFX 25% FDIKX 20% PTTRX 10% On my Roth IRA, I currently hold FAIRX for $4000 and $2500 on MM ready to buy but not sure what
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
extended declines. Also on the list: TCW Value Opportunities TGVOX (7%), Meridian Growth MERDX (8%), and Baron Growth BGRFX (6%). Although American Beacon compiled the best record during the 2000s, it benefited from being a purely
i ve owned baron growth for ten or so years ,,,thinking of exchanging it for the new akre fund. any opinions