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VY Baron Growth S (IBSSX) Fund Ranking and Research

Ranking, Research and Recommendation of VY Baron Growth S (IBSSX) Fund

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Graph of VY Baron Growth S Fund (IBSSX) ManagerFund Manager - Ronald Baron

Fund Manager Information

Fund Manager Tenure: 17.4 years
Similar Funds: IBSAX 
Fund Family: Voya
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (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 VY Baron Growth S Fund (IBSSX) ProfileVY Baron Growth S Fund (IBSSX) Profile

Fund Profile and Description

VY Baron Growth S Fund seeks capital appreciation. The portfolio normally invests at least 80% of total assets in the securities of small-sized growth companies with market capitalizations of under $2.5 billion as measured at the time of purchase. It does not sell positions just because their market values have increased. VY Baron Growth S Fund may invest up to 20% in foreign securities, including American Depositary Receipts. It may also lend portfolio securities on a short-term or long-term basis, up to 331/3% of its assets.

 

VY Baron Growth S (IBSSX) Fund Strength What we like about VY Baron Growth S (IBSSX) Fund

Data for VY Baron Growth S Fund (IBSSX) as of May 30, 2016

  • VY Baron Growth S Fund (IBSSX) management has been with VY Baron Growth S Fund for 17.4 years
  • VY Baron Growth S Fund (IBSSX) has good short-term performance (1-year return -4.50% vs -5.73% Mid-Cap Growth category median performance)
  • VY Baron Growth S Fund (IBSSX) has good Long-term performance (5-year return 9.51% vs 7.70% Mid-Cap Growth category median performance)
  • VY Baron Growth S Fund (IBSSX) ratio of up-years vs down years is greater than 2
  • VY Baron Growth S Fund (IBSSX) has an annual stock turnover rate of 5.00% vs Mid-Cap Growth average of 50.96%. It is good that VY Baron Growth S management does not trade extensively for its return.
  • VY Baron Growth S Fund (IBSSX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.56, lower than category average of 13.49
  • VY Baron Growth S Fund (IBSSX) has a lower expense ratio than its Mid-Cap Growth average: 1.24% vs 1.28%

VY Baron Growth S Fund (IBSSX) Weakness What we are cautious about VY Baron Growth S (IBSSX) Fund

Data for VY Baron Growth S Fund (IBSSX) as of May 30, 2016

  • VY Baron Growth S Fund (IBSSX) has a less-than-ideal mid-term performance (3-year return 7.04% vs 8.38% Mid-Cap Growth category median performance)
  • VY Baron Growth S Fund (IBSSX) has a Morningstar rating of 3 and below
  • VY Baron Growth S Fund (IBSSX) is less safe compared to its Mid-Cap Growth peers
  • Even though VY Baron Growth S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See VY Baron Growth S Fund (IBSSX) performance details as of May 30, 2016

 

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Compare VY Baron Growth S Fund (IBSSX)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
VY Baron Growth S3.37-4.507.049.51
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare VY Baron Growth S Fund (IBSSX)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 VY Baron Growth S Fund (IBSSX) Net Asset TrackingVY Baron Growth S (IBSSX) Fund Net Asset

Track net asset change of VY Baron Growth S fund (IBSSX)

DateNet Asset
05/2016$805.59M
03/2016$806.54M
02/2016$765.88M
More historic net asset information on VY Baron Growth S Fund (IBSSX)

  

Graph of VY Baron Growth S Fund (IBSSX) Portfolio TrackingVY Baron Growth S (IBSSX) Fund Portfolio Allocation

Track portfolio allocation change of VY Baron Growth S fund (IBSSX)

DateCashStockBondOther
03/20162.95%97.05%0%0%
12/20150%93.13%0%6.87%
09/20150%96.04%0%3.96%
Click here to see more historic asset allocation information on VY Baron Growth S Fund (IBSSX)

 

graph of VY Baron Growth S Fund (IBSSX) Top 10 Position TrackingTop 10 Holdings in VY Baron Growth S (IBSSX) Fund

Discover what VY Baron Growth S Fund (IBSSX) manager is buying

Mar 30, 2016
Vail Resorts, Inc. Common Stock [7.87%]
Under Armour, Inc. Class A Comm [5.1%]
Gartner, Inc. Common Stock [4.28%]
The Middleby Corporation [4.03%]
Choice Hotels International, In [3.82%]
CoStar Group, Inc. [3.66%]
Bright Horizons Family Solution [3.35%]
SS&C Technologies Holdings, Inc [3.03%]
ANSYS, Inc. [2.65%]
Maximus, Inc. Common Stock [2.61%]

Dec 30, 2015
Vail Resorts, Inc. Common Stock [7.13%]
Under Armour, Inc. Class A Comm [4.58%]
Gartner, Inc. Common Stock [4.12%]
The Middleby Corporation [4.02%]
CoStar Group, Inc. [3.81%]
Choice Hotels International, In [3.37%]
Bright Horizons Family Solution [3.36%]
SS&C Technologies Holdings, Inc [3.08%]
Mettler-Toledo International, I [2.7%]
Maximus, Inc. Common Stock [2.64%]

Sep 29, 2015
Vail Resorts, Inc. Common Stock [5.69%]
Under Armour, Inc. Class A Comm [5.56%]
The Middleby Corporation [3.83%]
Gartner, Inc. Common Stock [3.8%]
Choice Hotels International, In [3.18%]
Bright Horizons Family Solution [3.15%]
CoStar Group, Inc. [3.11%]
SS&C Technologies Holdings, Inc [3.08%]
Maximus, Inc. Common Stock [2.72%]
Click here for Stock Holding Change Map in VY Baron Growth S Fund (IBSSX)

  

Latest News on VY Baron Growth S (IBSSX) Fund

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