BGRIX – Fund Analysis – Baron Growth Instl | Morningstar

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Will BGRIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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.

A hands-off approach that’s worked like a charm.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Growth’s adherence to time-tested investment principles underscores why it is a worthy offering.

by Adam Sabban

Rated on Jul 27, 2023 Published on Jul 27, 2023

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