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Baron Growth Fund Institutional Shares (BGRIX)

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96.15 -0.55    -0.57%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Baron Capital Group
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.15B
Baron Growth Instl 96.15 -0.55 -0.57%

BGRIX Overview

 
Find basic information about the Baron Growth Fund Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BGRIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 4.88%
Prev. Close96.7
Risk Rating
TTM Yield0%
ROE28.77%
IssuerBaron Capital Group
Turnover0%
ROA9.94%
Inception Date39962
Total Assets5.15B
Expenses1.08%
Min. Investment1,000,000
Market Cap17.37B
CategoryMid - Cap Growth
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Baron Growth Fund Institutional Shares Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1112 1051 1174 1035 1600 2845
Fund Return 11.23% 5.08% 17.38% 1.17% 9.86% 11.02%
Place in category 460 490 484 297 282 148
% in Category 93 97 98 64 66 41

Top Equity Funds by Baron Capital Group, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Baron Partners Institutional 3.7B 19.42 -1.06 20.13
  Baron Emerging Markets Institutiona 3.49B 9.23 -4.01 2.70
  Baron Small Cap Instl 3.01B 22.73 3.36 11.35
  Baron Partners Retail 3B 19.14 -1.31 19.82
  Baron Asset Retail 2.31B 15.96 1.48 10.85

Top Funds for Mid-Cap Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 14.25B 29.43 9.74 13.27
  T. Rowe Price Mid-Cap Growth I 12.88B 15.57 3.54 -
  Vanguard Mid-Cap Growth Index Admir 13.35B 23.87 3.42 11.06
  T. Rowe Price Mid-Cap Growth 12.06B 15.44 3.40 10.90
  T. Rowe Price New Horizons I 9.87B 13.92 -5.33 -

Top Holdings

Name ISIN Weight % Last Change %
  Arch Capital BMG0450A1053 13.17 92.34 -0.63%
  MSCI US55354G1004 10.73 609.59 -0.23%
  Gartner US3666511072 9.49 486.96 -0.46%
  FactSet Research US3030751057 6.85 486.56 -1.03%
  Kinsale Capital US49714P1084 5.66 470.68 -0.15%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Strong Sell Sell
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Strong Sell Neutral
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