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Baron Growth Instl Fund (BGRIX)

Fund performance review and position details on Baron Growth Instl Fund (BGRIX)

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

Baron Growth Instl Fund (BGRIX) HighlightBaron Growth Instl Fund (BGRIX) Fund Summary

Baron Growth Instl Fund (BGRIX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Baron Capital Group
Net Asset: $6.13B
Yield: 0.03%
Year-to-Date Return: 3.23%
Morningstar rating: 4

 

Baron Growth Instl Fund (BGRIX) CostBaron Growth Instl Fund (BGRIX) Cost

Baron Growth Instl Fund (BGRIX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Mid-Cap Growth average): 1.04% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 6.95%

 

Baron Growth Instl Fund (BGRIX) PerformanceBaron Growth Instl Fund (BGRIX) Performance

Most current Baron Growth Instl Fund (BGRIX) Performance

1-month Performance (Mid-Cap Growth category median performance): 1.89% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 10.14% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -4.14% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 7.39% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 9.14% (7.70%)
Number of Years of positive return: 5 years
Number of Years of negative return: 1 years
3 year Alpha (Mid-Cap Growth category average): -2.41 (-2.65)
3 year Beta (Mid-Cap Growth category average): 0.92 (1.02)
3 year Sharpe Ratio: 0.63
3 year Treynor: 7.92

Baron Growth Instl Fund (BGRIX) topholdingTop Stock Holdings in Baron Growth Instl Fund (BGRIX)

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 Instl Fund (BGRIX) Portfolio AllocationBaron Growth Instl Fund (BGRIX) Fund Portfolio Allocation

Baron Growth Instl Fund (BGRIX) Fund Portfolio Allocation data as of 03/2016

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

 

Baron Growth Instl Fund (BGRIX) 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 Instl-4.147.399.14
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 Instl Fund (BGRIX) PerformanceOther Financial Data Web Sites on Baron Growth Instl Fund (BGRIX)

Addition research sites for Baron Growth Instl Fund (BGRIX)

 

Baron Growth Instl Fund (BGRIX) Related ResourcesSee more information on Baron Growth Instl (BGRIX) Fund

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