Baron Growth’s time-tested process remains its greatest strength, driving an upgrade of the fund’s Morningstar Analyst Rating to Silver across share classes under Morningstar’s enhanced methodology.
Will BGRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of BGRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.