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Baron Focused Growth Institutional BFGIX

Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 39.90  /  +1.09 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.060%
  • 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 Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:12 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.

A sound investment process and strong management team underpin Baron Focused Growth Institutional's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings BFGIX

  • 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