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Baron Growth Instl BGRIX

Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 103.28  /  +2.32 %
  • Total Assets 7.1 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 2%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BGRIX

Will BGRIX outperform in future?

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

Still a good choice despite a downgrade.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Despite a reduced view of its investment process, Baron Growth remains a viable option for long-term investors.

Rated on Published on

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Portfolio Holdings BGRIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 68.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

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Technology