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Morningstar

Baron Growth Retail BGRFX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 92.87  /  −0.29 %
  • Total Assets 8.1 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 2%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis BGRFX

Will BGRFX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGRFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGRFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BGRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A hands-off approach that’s worked like a charm.

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.

by Adam Sabban
Rated on Published on

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Portfolio Holdings BGRFX

More BGRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.3
Top 10 Holdings
% Portfolio Weight
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