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Morningstar

Baron Focused Growth Institutional BFGIX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 34.81  /  1.37 %
  • Total Assets 1.2 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 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 22%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:24 AM GMT+0

Morningstar’s Analysis BFGIX

Will BFGIX 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 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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BFGIX

More BFGIX Holdings
  • Current Portfolio Date
  • Equity Holdings 32
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 55.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tesla Inc

14.92
160,988,550
Consumer Cyclical

Arch Capital Group Ltd

6.24
67,365,000
Financial Services

Hyatt Hotels Corp Class A

5.31
57,290,000
Consumer Cyclical

CoStar Group Inc

4.78
51,620,000
Real Estate

Space Exploration Technologies Class A Common Stock

4.72
50,900,734
—

Vail Resorts Inc

4.49
48,413,448
Consumer Cyclical

FactSet Research Systems Inc

4.20
45,273,450
Financial Services

Fixed Inc Clearing Corp.Repo

4.08
44,066,834
Cash and Equivalents

MSCI Inc

3.70
39,889,650
Financial Services

Iridium Communications Inc

3.67
39,574,416
Communication Services