Baron Focused Growth Fund Retail Shares BFGFX

Morningstar Medalist Rating
  • NAV / 1-Day Return$65.81  /  −0.39%
  • Fund Size$5.4B
  • Adjusted Expense Ratio1.310%
  • Net Expense Ratio1.310%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio8%

Morningstar’s Analysis BFGFX

Will BFGFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Where Baron bets big.

Associate Director Adam Sabban

Adam Sabban

Associate Director

Summary

This fund’s long-term prospects are cloudy given an aggressive style, high concentration, and a management team with question marks.

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Portfolio Holdings BFGFX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Space Exploration Technologies Corp Class A

27.451B
Industrials

Shopify Inc Registered Shs -A- Subord Vtg

5.95303M
Technology

Tesla Inc

5.72292M
Consumer Cyclical

MSCI Inc

4.97253M
Financial Services

Spotify Technology SA

4.39224M
Communication Services

Interactive Brokers Group Inc Class A

4.11210M
Financial Services

Hyatt Hotels Corp Class A

3.65186M
Consumer Cyclical

Gartner Inc

3.57182M
Technology

Airbnb Inc Ordinary Shares - Class A

3.38172M
Consumer Cyclical

FactSet Research Systems Inc

3.34170M
Financial Services

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