Morningstar

Baron Generational Growth Fund Institutional Shares BGRIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baron Capital Investment Hub

Morningstar’s Analysis BGRIX

Will BGRIX 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 BGRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Tempered conviction results in a downgrade.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Unwillingness from Baron Growth’s managers to reposition the portfolio amid outflows has led to an increasingly concentrated and aggressive allocation, which warrants downgrading the strategy’s Process rating to Average from Above Average; the People rating remains Above Average.

by Eric Schultz
Rated on Published on

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