Baron Growth Instl (BGRIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Baron Growth Instl
New York, NY 10153
767 Fifth Avenue 49th Floor
Baron Investment Funds Trust
Management information
,Lead manager since 29 December 1994
Ron founded Baron Capital in 1982 and has 54 years of research experience. From 1970 to 1982, he worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, he worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, he worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Growth
Fund familyBaron Capital Group, Inc.
Net assets8.05B
YTD return5.52%
Yield0.00%
Morningstar rating★★★
Inception date28 May 2009
Fund operations
Last dividend0.02
Last cap gain83.00
Holdings turnover2.11%
Average for categoryN/A
Fees and expenses
ExpenseBGRIXCategory average
Annual report expense ratio (net)1.05%1.09%
Prospectus net expense ratio1.05%N/A
Prospectus gross expense ratio1.05%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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