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Baron Growth Instl (BGRIX) Fund Ranking and Research

Ranking, Research and Recommendation of Baron Growth Instl (BGRIX) Fund

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

 

Graph of Baron Growth Instl Fund (BGRIX) ManagerFund Manager - Ronald Baron

Fund Manager Information

Fund Manager Tenure: 24.3 years
Similar Funds: BGRFX 
Fund Family: Baron Capital Group
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
RONALD BARON, Chairman, Chief Executive Officer, Chief Investment Officer Ron Baron graduated from Bucknell University in 1965 with a B.A. in chemistry. Before becoming a securities analyst in 1970, he was a biochemistry teaching fellow at Georgetown University and a patent examiner at the United States Patent Office. He attended law school in the evenings on scholarship at George Washington University Law School from 1966 through 1969. He began to manage money for others on a discretionary basis in 1975. In 1982, Ron founded Baron Capital, a broker dealer, and, in 1987, Baron Funds, a mutual fund management company.  Get more insights on Ronald Baron

 

Graph of Baron Growth Instl Fund (BGRIX) ProfileBaron Growth Instl Fund (BGRIX) Profile

Fund Profile and Description

Baron Growth Instl Fund seeks capital appreciation. Baron Growth Instl Fund invests primarily in common stocks of small-sized growth companies selected for their capital appreciation potential. It considers a small-sized company to be one having a market value of under $2.5 billion at the time of purchase. The management seeks to purchase securities that are expected to increase in value 100% in four years and then double again in the following four or five years.

 

Baron Growth Instl (BGRIX) Fund Strength What we like about Baron Growth Instl (BGRIX) Fund

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

  • Baron Growth Instl Fund (BGRIX) management has been with Baron Growth Instl Fund for 24.3 years
  • Baron Growth Instl Fund (BGRIX) has good short-term performance (1-year return -4.14% vs -5.73% Mid-Cap Growth category median performance)
  • Baron Growth Instl Fund (BGRIX) has good Long-term performance (5-year return 9.14% vs 7.70% Mid-Cap Growth category median performance)
  • Baron Growth Instl Fund (BGRIX) ratio of up-years vs down years is greater than 2
  • Baron Growth Instl Fund (BGRIX) has a Morningstar rating of 4 and above
  • Asset base in Baron Growth Instl Fund (BGRIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Baron Growth Instl Fund (BGRIX) has an annual stock turnover rate of 6.95% vs Mid-Cap Growth average of 50.96%. It is good that Baron Growth Instl management does not trade extensively for its return.
  • Baron Growth Instl Fund (BGRIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.36, lower than category average of 13.49
  • Baron Growth Instl Fund (BGRIX) has a lower expense ratio than its Mid-Cap Growth average: 1.04% vs 1.28%
  • Baron Growth Instl Fund (BGRIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Baron Growth Instl Fund (BGRIX) Weakness What we are cautious about Baron Growth Instl (BGRIX) Fund

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

  • Baron Growth Instl Fund (BGRIX) has a less-than-ideal mid-term performance (3-year return 7.39% vs 8.38% Mid-Cap Growth category median performance)
  • Baron Growth Instl Fund (BGRIX) is less safe compared to its Mid-Cap Growth peers
See Baron Growth Instl Fund (BGRIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Baron Growth Instl Fund (BGRIX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Baron Growth Instl3.23-4.147.399.14
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)7.049.2612.3511.82Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Baron Growth Instl Fund (BGRIX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Baron Growth Instl Fund (BGRIX) Net Asset TrackingBaron Growth Instl (BGRIX) Fund Net Asset

Track net asset change of Baron Growth Instl fund (BGRIX)

DateNet Asset
05/2016$6.13B
03/2016$6.08B
02/2016$5.74B
More historic net asset information on Baron Growth Instl Fund (BGRIX)

  

Graph of Baron Growth Instl Fund (BGRIX) Portfolio TrackingBaron Growth Instl (BGRIX) Fund Portfolio Allocation

Track portfolio allocation change of Baron Growth Instl fund (BGRIX)

DateCashStockBondOther
03/20163.36%96.44%0%0%
12/20150%98.25%0%1.56%
09/20150%99.2%0%0.66%
Click here to see more historic asset allocation information on Baron Growth Instl Fund (BGRIX)

 

graph of Baron Growth Instl Fund (BGRIX) Top 10 Position TrackingTop 10 Holdings in Baron Growth Instl (BGRIX) Fund

Discover what Baron Growth Instl Fund (BGRIX) manager is buying

Mar 30, 2016
Under Armour, Inc. Class A Comm [4.92%]
Arch Capital Group Ltd. [4.62%]
Vail Resorts, Inc. Common Stock [4.54%]
Gartner, Inc. Common Stock [4.15%]
FactSet Research Systems Inc. C [3.99%]
The Middleby Corporation [3.91%]
SS&C Technologies Holdings, Inc [3.22%]
CoStar Group, Inc. [3.09%]
ANSYS, Inc. [2.72%]
Choice Hotels International, In [2.67%]

Dec 30, 2015
Under Armour, Inc. Class A Comm [4.35%]
Arch Capital Group Ltd. [4.13%]
The Middleby Corporation [4.08%]
Vail Resorts, Inc. Common Stock [3.96%]
FactSet Research Systems Inc. C [3.9%]
Gartner, Inc. Common Stock [3.84%]
ITC Holdings Corp. Common Stock [3.66%]
SS&C Technologies Holdings, Inc [3.16%]
CoStar Group, Inc. [3.09%]
ANSYS, Inc. [2.56%]

Sep 29, 2015
Under Armour, Inc. Class A Comm [5.16%]
Arch Capital Group Ltd. [4.18%]
The Middleby Corporation [3.87%]
FactSet Research Systems Inc. C [3.69%]
Gartner, Inc. Common Stock [3.42%]
SS&C Technologies Holdings, Inc [3.12%]
Vail Resorts, Inc. Common Stock [3.12%]
ITC Holdings Corp. Common Stock [3.06%]
Maximus, Inc. Common Stock [2.58%]
Click here for Stock Holding Change Map in Baron Growth Instl Fund (BGRIX)

  

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