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Baron Growth Instl BGRIX

Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 96.09  /  −1.11 %
  • Total Assets 7.2 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 Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 10:25 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.

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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.

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Portfolio Holdings BGRIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 68.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MSCI Inc

10.38 835.1 Mil
Financial Services

Arch Capital Group Ltd

10.37 834.3 Mil
Financial Services

Gartner Inc

8.83 710.2 Mil
Technology

FactSet Research Systems Inc

6.78 545.3 Mil
Financial Services

Kinsale Capital Group Inc

6.52 524.7 Mil
Financial Services

CoStar Group Inc

6.17 496.5 Mil
Real Estate

Vail Resorts Inc

5.54 445.7 Mil
Consumer Cyclical

Primerica Inc

4.72 379.4 Mil
Financial Services

Choice Hotels International Inc

4.71 379.1 Mil
Consumer Cyclical

Ansys Inc

4.27 343.7 Mil
Technology