Nasdaq - Delayed Quote USD

Baron Focused Growth Fund (BFGFX)

48.89 +3.04 (+6.63%)
At close: 8:01:33 PM EST

Fund Summary

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. 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.

Baron Focused Growth Fund

New York, NY 10153
767 Fifth Avenue 49th Floor

Fund Overview

Category Mid-Cap Growth
Fund Family Baron Capital Group, Inc.
Net Assets 1.95B
YTD Return 25.95%
Yield 0.00%
Morningstar Rating
Inception Date May 29, 2009

Fund Operations

Last Dividend 0.00
Last Cap Gain 30.00
Holdings Turnover 5.84%
Average for Category --

Fees & Expenses

Expense BFGFX Category Average
Annual Report Expense Ratio (net) 1.32% 1.09%
Prospectus Net Expense Ratio 1.32% --
Prospectus Gross Expense Ratio 1.32% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

David joined Baron Capital in 2005 as a research analyst. He was named co-portfolio manager of Baron Focused Growth Fund in 2018. David was named co-president of Baron Capital in 2024. He has 22 years of research experience. From 2002 to 2005, he worked at Jefferies Group as a gaming analyst. David graduated from Emory University with a B.B.A. in Finance in 2002 and from Columbia Business School with an M.B.A. in 2009.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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