Baron Focused Growth Fund Retail Shares

 (MUTF:BFGFX)   Watch this mutual fund  
Find more results for BFGFX


Trailing returns

1 day   +0.92%
1 week   +1.70%
4 week
3 month
1 year
3 years*   +14.41%
5 years*   +11.56%
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 Average
5 years Below Average Average
10 years     -     - -
Overall Below Average Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets192.97M 
Front load-  
Deferred load-  
Expense ratio1.35%  
Management fee-  
Fund familyBaron Capital Group 

Asset allocation


Purchase information

IRA Initial$2,000  
AIP Initial$500  
AIP Additional$50  
Oct 20, 4:00PM EDT Overall Morningstar RatingTM


The investment seeks capital appreciation. The fund will invest for the long term primarily in equity securities in the form of common stock of small- and mid-sized U.S. growth companies. A small-sized growth company is defined as one having a market capitalization of less than $2.5 billion at the time of purchase. A mid-sized growth company is defined as one having a market capitalization of $2.5 billion to $10 billion at the time of purchase. 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* -20.08 -6.78 -3.34 1.76
Beta* 1.37 1.12 1.07 1.14
Mean annual return 0.43 1.43 1.11 0.98
R-squared* 78.96 77.42 79.72 78.63
Standard deviation 13.64 13.43 15.87 18.96
Sharpe ratio 0.38 1.27 0.83 0.54
* Against standard index

Top 10 holdings

Security Net Assets  
Hyatt Hotels Corp (H) 7.68%  
Vail Resorts Inc (MTN) 6.25%  
Colfax Corp (CFX) 6.03%  
CoStar Group Inc (CSGP) 5.47%  
Pinnacle Entertainment Inc (PNK) 4.85%  
FactSet Research Systems, Inc. (FDS) 4.82%  
Genesee & Wyoming Inc Class A (GWR) 4.54%  
ITC Holdings Corp (ITC) 4.52%  
Manchester United PLC Class A (MANU) 4.36%  
Choice Hotels International Inc (CHH) 4.13%