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Baron Growth Instl BGRIX

Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 97.12  /  2.30 %
  • Total Assets 7.4 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover < 1%

Morningstar’s Analysis BGRIX

Will BGRIX outperform in future?

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

Chugging along.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Growth’s time-tested investment process and steady research team continue to serve it well, earning all share classes a Morningstar Rating of Silver.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BGRIX

  • Current Portfolio Date
  • Equity Holdings 42
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 63.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
11.30
847,930,350
Financial Services
8.19
614,902,200
Financial Services
6.64
498,108,000
Financial Services
6.55
491,912,700
Technology
6.46
484,602,250
Communication Services
6.23
467,360,000
Consumer Cyclical
4.73
355,266,000
Real Estate
4.63
347,468,350
Consumer Cyclical
4.43
332,800,000
Technology
4.00
300,150,000
Financial Services