BGRFX – Baron Generational Growth Retail Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation through long-term investments primarily in securities of small-sized growth companies. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BGRFX	Baron Generational Growth Fund Retail Shares	No Load	Open			Dec 30, 1994	$785.44M	1.300%	High	$2,000	−$496.62M
BGRIX	Baron Generational Growth Fund Institutional Shares	Institutional	Open			May 29, 2009	$969.41M	1.040%	High	$1M	−$1.96B
BGRUX	Baron Generational Growth Fund Class R6	Retirement, Large	Open			Jan 29, 2016	$153.86M	0.830%	Above Average	$5M	$15.12M

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