Morningstar

Baron Focused Growth Fund Institutional Shares BFGIX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $70.06  /  +2.22 %
  • Fund Size $5.6B
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis BFGIX

Will BFGIX outperform in the 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 BFGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BFGIX 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 BFGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BFGIX

More BFGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Space Exploration Technologies Corp Class A

27.45 1B
Industrials

Shopify Inc Registered Shs -A- Subord Vtg

5.95 303M
Technology

Tesla Inc

5.72 292M
Consumer Cyclical

MSCI Inc

4.97 253M
Financial Services

Spotify Technology SA

4.39 224M
Communication Services

Interactive Brokers Group Inc Class A

4.11 210M
Financial Services

Hyatt Hotels Corp Class A

3.65 186M
Consumer Cyclical

Gartner Inc

3.57 182M
Technology

Airbnb Inc Ordinary Shares - Class A

3.38 172M
Consumer Cyclical

FactSet Research Systems Inc

3.34 170M
Financial Services

Sponsor Center