Baron Focused Growth Fund Retail Shares

 (MUTF:BFGFX)   Watch this mutual fund  
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Trailing returns

1 day
1 week
4 week
3 month   +6.60%
1 year
3 years*   +2.06%
5 years*   +5.49%
Best 3 month return+31.30%  
Worst 3 month return-36.65%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Below Average Above Average
5 years Below Average Average
10 years     -     - -
Overall Below Average Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets180.16M 
Front load-  
Deferred load-  
Expense ratio1.35%  
Management fee-  
Fund familyBaron Capital Group 

Asset allocation


Purchase information

AIP Initial$500  
AIP Additional$50  
May 23, 8:00PM EDT Overall Morningstar RatingTM


The investment seeks capital appreciation. The fund invests for the long term primarily in equity securities in the form of common stock of small- and mid-sized growth companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution. Because of its long-term approach, the fund could have a significant percentage of its assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified.
Fund filings (PDF) »
Asset manager:
Ronald Baron (Started: May 31, 1996)
Advisor Company:
Fund family reports on Morningstar »
no, 767 Fifth Avenue 49th Floor, New York, NY 10153, USA


  1 year 3 years 5 years 10 years  
Alpha* -6.78 -6.89 -5.60 -0.26
Beta* 1.03 1.09 1.09 1.11
Mean annual return -0.38 0.45 0.55 0.70
R-squared* 71.18 72.72 78.20 80.47
Standard deviation 17.90 14.47 15.01 18.89
Sharpe ratio -0.26 0.37 0.44 0.39
* Against standard index

Top 10 holdings

Security Net Assets  
Tesla Motors Inc (TSLA) 11.60%  
Vail Resorts Inc (MTN) 10.22%  
Hyatt Hotels Corp (H) 9.44%  
CoStar Group Inc (CSGP) 7.92%  
FactSet Research Systems Inc (FDS) 6.37%  
Choice Hotels International Inc (CHH) 4.55%  
Manchester United PLC A (MANU) 4.45%  
Benefitfocus Inc (BNFT) 4.21%  
Arch Capital Group Ltd (ACGL) 3.99%  
Iridium Comms Cv 3.70%