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Baron Focused Growth Fund (BFGIX)
At close: 8:01:33 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 26.10% |
| 5y Average Return | 26.76% |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Dec 10, 2024) | 122.75% |
| Worst 1Y Total Return (Dec 10, 2024) | -- |
| Best 3Y Total Return | 122.75% |
| Worst 3Y Total Return | 0.45% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BFGIX
Category
- YTD
- 26.25%
- 10.80%
- 1-Month
- 11.86%
- 4.43%
- 3-Month
- 17.04%
- 7.00%
- 1-Year
- 35.24%
- 48.17%
- 3-Year
- 5.05%
- 21.26%
- 5-Year
- 26.46%
- 20.18%
- 10-Year
- 18.17%
- 14.07%
- Last Bull Market
- 18.22%
- 27.14%
- Last Bear Market
- -19.91%
- -21.26%
Annual Total Return (%) History
Year
BFGIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.68% | -0.21% | 11.77% | -- |
| 2023 | 14.49% | 7.38% | -5.29% | 9.74% |
| 2022 | -8.03% | -19.91% | 2.18% | -4.52% |
| 2021 | 0.11% | 2.42% | 4.86% | 10.83% |
| 2020 | -16.74% | 40.67% | 43.70% | 32.35% |
| 2019 | 12.14% | 1.10% | -0.44% | 15.46% |
| 2018 | 1.09% | 12.70% | 2.89% | -11.21% |
| 2017 | 8.55% | 10.07% | 3.20% | 2.67% |
| 2016 | -0.83% | 1.37% | 1.05% | -0.60% |
| 2015 | 3.48% | 3.16% | -13.77% | 6.33% |
| 2014 | -0.43% | 2.78% | -4.15% | 4.53% |
| 2013 | 11.01% | -1.98% | 8.57% | 6.74% |
| 2012 | 9.31% | -7.21% | 8.27% | 5.78% |
| 2011 | 7.19% | -1.13% | -18.06% | 13.88% |
| 2010 | 5.52% | -5.81% | 7.53% | 17.33% |
| 2009 | 15.88% | 3.68% | -- | -- |
Rank in Category (By Total Return)
| YTD | 35 |
| 1-Month | 32 |
| 3-Month | 23 |
| 1-Year | 39 |
| 3-Year | 26 |
| 5-Year | 2 |
Load Adjusted Returns
| 1-Year | 35.24% |
| 3-Year | 5.05% |
| 5-Year | 26.46% |
| 10-Year | 18.17% |
Performance & Risk
| YTD Return | 26.10% |
| 5y Average Return | 26.76% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 1.95B |
| YTD Return | 26.25% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 29, 2009 |
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.
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