Baron Focused Growth Fund R6 Shares
BFGUX
NASDAQ
| Weiss Ratings | BFGUX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | BFGUX-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 | BFGUX-NASDAQ | Click to Compare |
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| Fund Name | Baron Focused Growth Fund R6 Shares | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 31, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BFGUX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BFGUX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.93% | |||
| Asset Allocation | BFGUX-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 | BFGUX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.61% | |||
| 30-Day Total Return | 2.86% | |||
| 60-Day Total Return | 9.33% | |||
| 90-Day Total Return | 17.03% | |||
| Year to Date Total Return | 4.38% | |||
| 1-Year Total Return | 31.27% | |||
| 2-Year Total Return | 39.95% | |||
| 3-Year Total Return | 66.83% | |||
| 5-Year Total Return | 169.75% | |||
| Price | BFGUX-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 | BFGUX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $50.10 | |||
| 1-Month High NAV | $51.44 | |||
| 52-Week Low NAV | $37.67 | |||
| 52-Week Low NAV (Date) | Aug 05, 2024 | |||
| 52-Week High NAV | $51.85 | |||
| 52-Week High Price (Date) | Feb 06, 2025 | |||
| Beta / Standard Deviation | BFGUX-NASDAQ | Click to Compare |
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| Beta | 0.83 | |||
| Standard Deviation | 19.94 | |||
| Balance Sheet | BFGUX-NASDAQ | Click to Compare |
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| Total Assets | 2.44B | |||
| Operating Ratios | BFGUX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 6.00% | |||
| Performance | BFGUX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 30.26% | |||
| Last Bear Market Total Return | -19.91% | |||