Baron Focused Growth Fund Institutional Shares
BFGIX
NASDAQ
| Weiss Ratings | BFGIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | BFGIX-NASDAQ | Click to Compare |
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| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Ronald Baron (16), David Baron (6) | |||
| Website | http://www.BaronFunds.com/performance | |||
| Fund Information | BFGIX-NASDAQ | Click to Compare |
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| Fund Name | Baron Focused Growth Fund Institutional Shares | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 29, 2009 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BFGIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BFGIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.93% | |||
| Asset Allocation | BFGIX-NASDAQ | Click to Compare |
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| Cash | 2.93% | |||
| Stock | 96.27% | |||
| U.S. Stock | 93.23% | |||
| Non-U.S. Stock | 3.04% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.81% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BFGIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.14% | |||
| 30-Day Total Return | 1.54% | |||
| 60-Day Total Return | -0.71% | |||
| 90-Day Total Return | -8.16% | |||
| Year to Date Total Return | -4.52% | |||
| 1-Year Total Return | 25.95% | |||
| 2-Year Total Return | 42.48% | |||
| 3-Year Total Return | 37.13% | |||
| 5-Year Total Return | 225.45% | |||
| Price | BFGIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BFGIX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $40.94 | |||
| 1-Month High NAV | $46.11 | |||
| 52-Week Low NAV | $37.21 | |||
| 52-Week Low NAV (Date) | May 29, 2024 | |||
| 52-Week High NAV | $51.80 | |||
| 52-Week High Price (Date) | Feb 06, 2025 | |||
| Beta / Standard Deviation | BFGIX-NASDAQ | Click to Compare |
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| Beta | 0.84 | |||
| Standard Deviation | 20.24 | |||
| Balance Sheet | BFGIX-NASDAQ | Click to Compare |
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| Total Assets | 2.16B | |||
| Operating Ratios | BFGIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 6.00% | |||
| Performance | BFGIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 30.32% | |||
| Last Bear Market Total Return | -19.91% | |||