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 (17), David Baron (6) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| 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) | 0.79% | |||
| Asset Allocation | BFGIX-NASDAQ | Click to Compare |
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| Cash | 1.89% | |||
| Stock | 95.03% | |||
| U.S. Stock | 91.98% | |||
| Non-U.S. Stock | 3.05% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.67% | |||
| Convertible | 0.00% | |||
| Other Net | 2.40% | |||
| Price History | BFGIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.63% | |||
| 30-Day Total Return | 0.25% | |||
| 60-Day Total Return | 3.12% | |||
| 90-Day Total Return | 9.61% | |||
| Year to Date Total Return | 4.65% | |||
| 1-Year Total Return | 33.98% | |||
| 2-Year Total Return | 40.11% | |||
| 3-Year Total Return | 48.64% | |||
| 5-Year Total Return | 146.43% | |||
| 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 | $51.76 | |||
| 1-Month Low NAV | $51.39 | |||
| 1-Month High NAV | $53.27 | |||
| 52-Week Low NAV | $37.64 | |||
| 52-Week Low NAV (Date) | Aug 05, 2024 | |||
| 52-Week High NAV | $53.27 | |||
| 52-Week High Price (Date) | Jul 28, 2025 | |||
| Beta / Standard Deviation | BFGIX-NASDAQ | Click to Compare |
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| Beta | 1.06 | |||
| Standard Deviation | 19.96 | |||
| Balance Sheet | BFGIX-NASDAQ | Click to Compare |
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| Total Assets | 2.56B | |||
| 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% | |||