Baron Focused Growth Fund Retail Shares

 (MUTF:BFGFX)   Watch this mutual fund  
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Trailing returns

1 day   +1.90%
1 week   +3.57%
4 week
3 month   +4.28%
1 year   +1.72%
3 years*   +12.09%
5 years*   +13.11%
Best 3 month return+31.30%  
Worst 3 month return-36.65%  

Morningstar statistics

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

Key statistics

Total assets195.27M 
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  
Jan 23, 4:00PM EST 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* -14.99 -5.48 -3.06 0.69
Beta* 1.37 1.02 1.08 1.12
Mean annual return 0.26 1.17 1.12 0.84
R-squared* 72.34 67.26 80.48 78.68
Standard deviation 13.34 11.33 15.68 18.66
Sharpe ratio 0.23 1.23 0.85 0.46
* Against standard index

Top 10 holdings

Security Net Assets  
Tesla Motors Inc (TSLA) 7.35%  
Hyatt Hotels Corp (H) 7.35%  
CoStar Group Inc (CSGP) 6.54%  
Vail Resorts Inc (MTN) 6.31%  
FactSet Research Systems, Inc. (FDS) 5.37%  
CarMax Inc (KMX) 5.08%  
Colfax Corp (CFX) 4.72%  
Manchester United PLC Class A (MANU) 4.45%  
Choice Hotels International Inc (CHH) 4.27%  
Iridium Comms Cv 4.12%