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Fund (BFGIX)

Fund performance review and position details on Fund (BFGIX)

    Last Trade: $ on , Change: (0%)

 Fund (BFGIX) Highlight Fund (BFGIX) Fund Summary

Fund (BFGIX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Baron Capital Group
Net Asset: $178.05M
Yield: 0.42%
Year-to-Date Return: -0.38%
Morningstar rating: 3


 Fund (BFGIX) Cost Fund (BFGIX) Cost

Fund (BFGIX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Mid-Cap Growth average): 1.09% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 12.18%


 Fund (BFGIX) Performance Fund (BFGIX) Performance

Most current Fund (BFGIX) Performance

1-month Performance (Mid-Cap Growth category median performance): -0.83% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 7.49% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -8.42% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 4.31% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 6.33% (7.70%)
Number of Years of positive return: 4 years
Number of Years of negative return: 2 years
3 year Alpha (Mid-Cap Growth category average): -6.88 (-2.65)
3 year Beta (Mid-Cap Growth category average): 1.09 (1.02)
3 year Sharpe Ratio: 0.36
3 year Treynor: 3.88

 Fund (BFGIX) topholdingTop Stock Holdings in Fund (BFGIX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Tesla Motors, Inc.11.6%0.00%
Vail Resorts, Inc. Common Stock10.22%0.00%
Hyatt Hotels Corporation Class 9.44%0.00%
CoStar Group, Inc.7.92%0.00%
FactSet Research Systems Inc. C6.37%0.00%
Choice Hotels International, In4.55%0.00%
Manchester United PLC A4.45%0.00%
Benefitfocus, Inc.4.21%0.00%
Arch Capital Group Ltd.3.99%0.00%
Iridium Comms Cv3.7%N/A
*Note: The price change will reset to 0 after the midnight


 Fund (BFGIX) Portfolio Allocation Fund (BFGIX) Fund Portfolio Allocation

Fund (BFGIX) Fund Portfolio Allocation data as of 03/2016



 Fund (BFGIX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)9.2612.3511.82 Compare

See top fund managers for Mid-Cap Growth Category Funds


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