Baron Focused Growth Fund Institutional Shares
BFGIX
NASDAQ
| Weiss Ratings | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Ronald Baron (17), David Baron (7) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| Fund Information | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.95% | |||
| Asset Allocation | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.41% | |||
| Stock | 78.38% | |||
| U.S. Stock | 75.32% | |||
| Non-U.S. Stock | 3.06% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 21.21% | |||
| Price History | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 5.13% | |||
| 30-Day Total Return | 7.03% | |||
| 60-Day Total Return | 9.26% | |||
| 90-Day Total Return | 2.99% | |||
| Year to Date Total Return | 3.91% | |||
| 1-Year Total Return | 25.20% | |||
| 2-Year Total Return | 67.57% | |||
| 3-Year Total Return | 80.67% | |||
| 5-Year Total Return | 84.41% | |||
| Price | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $62.84 | |||
| 1-Month Low NAV | $56.95 | |||
| 1-Month High NAV | $62.84 | |||
| 52-Week Low NAV | $50.06 | |||
| 52-Week Low NAV (Date) | Jun 13, 2025 | |||
| 52-Week High NAV | $62.84 | |||
| 52-Week High Price (Date) | Jun 01, 2026 | |||
| Beta / Standard Deviation | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.85 | |||
| Standard Deviation | 16.98 | |||
| Balance Sheet | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.24B | |||
| Operating Ratios | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.05% | |||
| Turnover Ratio | 8.00% | |||
| Performance | BFGIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 32.64% | |||
| Last Bear Market Total Return | -19.91% | |||