Nasdaq - Delayed Quote USD
Baron Focused Growth Fund (BFGUX)
At close: 8:00 PM EDT
Fund Summary
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small- and mid-sized growth companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution. Because of its long-term approach, the fund could have a significant percentage of its assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified.
Baron Focused Growth Fund
New York, NY 10153
767 Fifth Avenue 49th Floor
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 1.64B |
| YTD Return | 13.43% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2008 |
Fund Operations
| Last Dividend | 0.00 |
| Last Cap Gain | 30.00 |
| Holdings Turnover | 5.84% |
| Average for Category | -- |
Fees & Expenses
| Expense | BFGUX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.06% | 1.09% |
| Prospectus Net Expense Ratio | 1.06% | -- |
| Prospectus Gross Expense Ratio | 1.06% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.36% |
| Max Deferred Sales Load | -- | 1.27% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Morningstar Style Box
Morningstar Category
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