Baron Generational Growth Fund Institutional Shares
BGRIX
NASDAQ
| Weiss Ratings | BGRIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | BGRIX-NASDAQ | Click to Compare |
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| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Ronald Baron (31), Neal Rosenberg (10) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| Fund Information | BGRIX-NASDAQ | Click to Compare |
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| Fund Name | Baron Generational 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 | BGRIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.80% | |||
| Dividend | BGRIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.02% | |||
| Asset Allocation | BGRIX-NASDAQ | Click to Compare |
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| Cash | -0.61% | |||
| Stock | 100.58% | |||
| U.S. Stock | 100.58% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | BGRIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.83% | |||
| 30-Day Total Return | 3.11% | |||
| 60-Day Total Return | 5.51% | |||
| 90-Day Total Return | 9.35% | |||
| Year to Date Total Return | -3.92% | |||
| 1-Year Total Return | -9.80% | |||
| 2-Year Total Return | -17.25% | |||
| 3-Year Total Return | -11.10% | |||
| 5-Year Total Return | -21.05% | |||
| Price | BGRIX-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 | BGRIX-NASDAQ | Click to Compare |
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| Nav | $65.79 | |||
| 1-Month Low NAV | $63.80 | |||
| 1-Month High NAV | $68.90 | |||
| 52-Week Low NAV | $56.99 | |||
| 52-Week Low NAV (Date) | Jun 25, 2026 | |||
| 52-Week High NAV | $88.31 | |||
| 52-Week High Price (Date) | Sep 05, 2025 | |||
| Beta / Standard Deviation | BGRIX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 15.68 | |||
| Balance Sheet | BGRIX-NASDAQ | Click to Compare |
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| Total Assets | 2.20B | |||
| Operating Ratios | BGRIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.34% | |||
| Turnover Ratio | 1.00% | |||
| Performance | BGRIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | -11.24% | |||
| Last Bear Market Total Return | -18.69% | |||