Nasdaq - Delayed Quote USD

Baron Growth Instl (BGRIX)

100.24 +0.35 (+0.35%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.83%
5y Average Return 9.43%
Number of Years Up 11
Number of Years Down 3
Best 1Y Total Return (May 10, 2024) 40.50%
Worst 1Y Total Return (May 10, 2024) --
Best 3Y Total Return 40.50%
Worst 3Y Total Return 2.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BGRIX
Category
YTD
-5.07%
10.80%
1-Month
-10.03%
4.43%
3-Month
-5.89%
7.00%
1-Year
0.82%
48.17%
3-Year
-1.84%
21.26%
5-Year
8.08%
20.18%
10-Year
9.97%
14.07%
Last Bull Market
20.93%
27.14%
Last Bear Market
-18.69%
-21.26%

Annual Total Return (%) History

Year
BGRIX
Category
2024
--
--
2023
14.97%
--
2022
-22.40%
--
2021
20.15%
--
2020
33.05%
39.26%
2019
40.50%
32.52%
2018
-2.67%
-6.65%
2017
27.35%
23.91%

2016
6.31%
6.03%
2015
-4.06%
-0.95%
2014
4.66%
7.00%
2013
38.69%
34.93%
2012
16.74%
14.07%
2011
1.51%
-3.96%
2010
24.32%
24.61%
2009
--
39.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.52% -- -- --
2023 7.88% 2.71% -3.66% 7.70%
2022 -13.33% -18.69% -1.61% 11.93%
2021 0.94% 7.80% 3.63% 6.56%
2020 -22.30% 27.46% 10.95% 21.10%
2019 21.67% 7.03% -0.69% 8.65%
2018 2.47% 8.01% 7.94% -18.53%
2017 10.41% 6.06% 3.23% 5.35%
2016 0.31% 3.38% 2.59% -0.08%
2015 4.75% -1.11% -8.66% 1.40%

2014 0.26% 0.59% -3.27% 7.29%
2013 13.45% 1.84% 11.11% 8.03%
2012 9.09% -1.21% 6.07% 2.12%
2011 9.45% 0.59% -17.95% 12.37%
2010 6.67% -6.84% 8.29% 15.52%
2009 13.43% 6.00% -- --

Rank in Category (By Total Return)

YTD 96
1-Month 97
3-Month 100
1-Year 98
3-Year 52
5-Year 59

Load Adjusted Returns

1-Year 0.82%
3-Year -1.84%
5-Year 8.08%
10-Year 9.97%

Performance & Risk

YTD Return -0.83%
5y Average Return 9.43%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Baron Capital Group, Inc.
Net Assets 7.14B
YTD Return -5.07%
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-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

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