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Mutual Fund Insights: Baron Retirement Income Fund (BRIFX)
In-depth Analysis of Baron Retirement Income (BRIFX)
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Last Trade: $8.06 on 11/20/2009, Change: -0.05 (-0.62%)
Fund Manager - Ronald Baron
Fund Manager Tenure: 1.4 yearsFundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)
Category Average: 16.23% , -5.36% , 1.68% | Category Average: 1.46% | Category Average: 130.04% |
What we like about Baron Retirement Income Fund (BRIFX)
Data for Baron Retirement Income Fund (BRIFX) as of October 31, 2009
- Baron Retirement Income Fund (BRIFX) has a lower management fee than its Mid-Cap Growth average: 1.35% vs 1.46%
What we are cautious about Baron Retirement Income Fund (BRIFX)
Data for Baron Retirement Income Fund (BRIFX) as of October 31, 2009
- Baron Retirement Income Fund (BRIFX) management has been with Baron Retirement Income Fund for only 1.4 years, it is hard to judge manager's ability based on this fund's operation record
- Baron Retirement Income Fund is a focused fund with 41.12% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- Baron Retirement Income Fund (BRIFX) has a less-than-ideal short-term performance (1-year return 15.05% vs 16.23% Mid-Cap Growth category average)
- Even though Baron Retirement Income Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
Interested in other top mutual funds in similar Mid-Cap Growth category?
Below are some additional Mid-Cap Growth mutual funds generated out of our database
- BB&T Special Opportunities Equity A (BOPAX) [ Compare BOPAX with BRIFX ]
- Brown Capital Mgmt Mid-Cap Instl (BCMSX) [ Compare BCMSX with BRIFX ]
- Hartford MidCap HLS IA (HIMCX) [ Compare HIMCX with BRIFX ]
- Browse other funds in Mid-Cap Growth Category
Baron Retirement Income Fund (BRIFX) Net Asset
Track net asset change of Baron Retirement Income fund (BRIFX)
| Date | Net Asset |
| 10/2009 | $40.32M |
| 09/2009 | $41.09M |
| 08/2009 | $41.35M |
Baron Retirement Income Fund (BRIFX) Portfolio Allocation
Track portfolio allocation change of Baron Retirement Income fund (BRIFX)
| Date | Cash | Stock | Bond | Other |
| 06/2009 | 1.46% | 89.59% | 2.73% | 6.23% |
| 03/2009 | 3.2% | 84.37% | 4.68% | 7.75% |
| 12/2008 | 12.64% | 79.23% | 2.85% | 5.28% |
Most Recent Top 10 Holdings in Baron Retirement Income Fund (BRIFX)
Discover what Baron Retirement Income Fund (BRIFX) manager is buying
Charles Schwab Corporation (The [5.14%] United Auto Grp Cv 3.5% [4.27%] GENESEE & WYOMING INC [4.09%] EATON VANCE [4.05%] RITCHIE BROS AUCTIONEERS [3.9%] C.H. Robinson Worldwide, Inc. [3.62%] Arch Capital Group Ltd. [3.62%] CHURCH & DWIGHT [3.35%] Blue Nile, Inc. [3.32%] | MSCI INC [4.79%] United Auto Grp Cv 3.5% [4.33%] EATON VANCE CP [4.16%] Arch Capital Group Ltd. [4%] GENESEE [3.95%] CHURCH DWIGHT CO INC [3.88%] C.H. Robinson Worldwide, Inc. [3.81%] RITCHIE BROS AUCTION [3.72%] Lamar Advertising Cv 2.875% [3.42%] | CME Group Inc. [5.72%] GENESEE [4.62%] MSCI INC [4.51%] RALPH LAUREN POLO CP [4.1%] Arch Capital Group Ltd. [4.05%] ENCORE ACQUISITION [3.86%] Wynn Resorts, Limited [3.67%] C.H. Robinson Worldwide, Inc. [3.45%] CHURCH DWIGHT CO INC [3.06%] |
Related books and products to Baron Retirement Income Fund (BRIFX)
Latest News on Baron Retirement Income (BRIFX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
