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Morningstar

Baron Focused Growth Retail BFGFX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 38.26  /  +0.98 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 6%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 PM GMT+0

Morningstar’s Analysis BFGFX

Will BFGFX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BFGFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BFGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BFGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy’s best days may be behind it.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Focused Growth’s highly aggressive style and succession concerns limit its appeal despite some good features.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BFGFX

More BFGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tesla Inc

8.65 121.7 Mil
Consumer Cyclical

Arch Capital Group Ltd

6.46 90.8 Mil
Financial Services

Spotify Technology SA

5.85 82.2 Mil
Communication Services

Hyatt Hotels Corp Class A

5.40 76.0 Mil
Consumer Cyclical

Guidewire Software Inc

5.16 72.6 Mil
Technology

Space Exploration Technologies Class A Common Stock

5.01 70.5 Mil
—

Vail Resorts Inc

4.60 64.6 Mil
Consumer Cyclical

On Holding AG

4.17 58.6 Mil
Consumer Cyclical

Interactive Brokers Group Inc Class A

4.14 58.2 Mil
Financial Services

Red Rock Resorts Inc Class A

3.91 55.0 Mil
Consumer Cyclical