Baron Growth Fund Quote
| BGRFX Fund | USD 85.83 0.41 0.48% |
PerformanceVery Weak
| Odds Of DistressLow
|
Baron Growth is trading at 85.83 as of the 20th of March 2025; that is 0.48 percent increase since the beginning of the trading day. The fund's open price was 85.42. Baron Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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. 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.. More on Baron Growth Fund
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Baron Capital Group, Inc., Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Baron Growth Fund [BGRFX] is traded in USA and was established 20th of March 2025. Baron Growth is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 7.77 B in assets under management (AUM) with minimum initial investment of 2 K. Baron Growth is currently producing year-to-date (YTD) return of 2.35%, while the total return for the last 3 years was 3.13%.
Check Baron Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Growth Fund Mutual Fund Constituents
| ANSS | ANSYS Inc | Stock | Information Technology | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| MTN | Vail Resorts | Stock | Consumer Discretionary | |
| MSCI | MSCI Inc | Stock | Financials | |
| IT | Gartner | Stock | Information Technology | |
| IRDM | Iridium Communications | Stock | Communication Services | |
| IDXX | IDEXX Laboratories | Stock | Health Care |
Baron Growth Risk Profiles
| Mean Deviation | 0.9787 | |||
| Standard Deviation | 1.72 | |||
| Variance | 2.97 | |||
| Risk Adjusted Performance | (0.14) |
Baron Growth Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Growth financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Growth security.
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