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Baron Growth Retail Fund (BGRFX)

Fund performance review and position details on Baron Growth Retail Fund (BGRFX)

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

Baron Growth Retail Fund (BGRFX) HighlightBaron Growth Retail Fund (BGRFX) Fund Summary

Baron Growth Retail Fund (BGRFX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Baron Capital Group
Net Asset: $6.13B
Yield: 0%
Year-to-Date Return: 3.13%
Morningstar rating: 3

 

Baron Growth Retail Fund (BGRFX) CostBaron Growth Retail Fund (BGRFX) Cost

Baron Growth Retail Fund (BGRFX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Mid-Cap Growth average): 1.29% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 6.95%

 

Baron Growth Retail Fund (BGRFX) PerformanceBaron Growth Retail Fund (BGRFX) Performance

Most current Baron Growth Retail Fund (BGRFX) Performance

1-month Performance (Mid-Cap Growth category median performance): 1.88% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 10.08% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -4.37% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 7.12% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 8.86% (7.70%)
Number of Years of positive return: 17 years
Number of Years of negative return: 4 years
3 year Alpha (Mid-Cap Growth category average): -2.66 (-2.65)
3 year Beta (Mid-Cap Growth category average): 0.92 (1.02)
3 year Sharpe Ratio: 0.61
3 year Treynor: 7.63

Baron Growth Retail Fund (BGRFX) topholdingTop Stock Holdings in Baron Growth Retail Fund (BGRFX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Under Armour, Inc. Class A Comm4.92%0.00%
Arch Capital Group Ltd.4.62%0.00%
Vail Resorts, Inc. Common Stock4.54%0.00%
Gartner, Inc. Common Stock4.15%0.00%
FactSet Research Systems Inc. C3.99%0.00%
The Middleby Corporation3.91%0.00%
SS&C Technologies Holdings, Inc3.22%0.00%
CoStar Group, Inc.3.09%0.00%
ANSYS, Inc.2.72%0.00%
Choice Hotels International, In2.67%0.00%
*Note: The price change will reset to 0 after the midnight

 

Baron Growth Retail Fund (BGRFX) Portfolio AllocationBaron Growth Retail Fund (BGRFX) Fund Portfolio Allocation

Baron Growth Retail Fund (BGRFX) Fund Portfolio Allocation data as of 03/2016

Stock96.44%
Bond0%
Cash3.36%
Other0%

 

Baron Growth Retail Fund (BGRFX) 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
Baron Growth Retail-4.377.128.86
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

 

Baron Growth Retail Fund (BGRFX) PerformanceOther Financial Data Web Sites on Baron Growth Retail Fund (BGRFX)

Addition research sites for Baron Growth Retail Fund (BGRFX)

 

Baron Growth Retail Fund (BGRFX) Related ResourcesSee more information on Baron Growth Retail (BGRFX) Fund

Popular pages on Baron Growth Retail (BGRFX) Fund

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