Nasdaq - Delayed Quote • USD
Baron Focused Growth Fund (BFGFX)
At close: June 14 at 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 122.21% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -1.54% |
| 5y Average Return | 22.29% |
| Rank in Category (ytd) | 92 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BFGFX | Category Average | BFGFX | Category Average | BFGFX | Category Average | |
| Alpha | -6.34 | 0.01 | 4.42 | 0.01 | 0.96 | -0.02 |
| BETA | 1.11 | 0.01 | 1.35 | 0.01 | 1.26 | 0.01 |
| Mean Annual Return | 0.43 | 0.02 | 2.15 | 0.02 | 1.43 | 0.01 |
| R-squared | 72.58 | 0.82 | 64.49 | 0.79 | 63.76 | 0.8 |
| Standard Deviation | 23.04 | 0.23 | 30.53 | 0.19 | 23.99 | 0.17 |
| Sharpe Ratio | 0.08 | 0.01 | 0.77 | 0.01 | 0.65 | 0.01 |
| Treynor Ratio | -0.54 | 0.18 | 15.83 | 0.17 | 10.96 | 0.12 |
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