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.
- NAV / 1-Day Return 97.12 / 2.30 %
- Total Assets 7.4 Bil
-
Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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