Baron Focused Growth Retail (BFGFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Baron Focused Growth Retail
New York, NY 10153
767 Fifth Avenue 49th Floor
Baron Select Funds
Management Information
,Lead Manager since August 27, 2018
David joined Baron Capital in 2005 as a research analyst and was named co-portfolio manager of Baron Focused Growth Fund in 2018. He has 22 years of research experience. From 2002 to 2005, he worked at Jefferies Group as a gaming analyst. David graduated from Emory University with a B.B.A. in Finance in 2002 and from Columbia Business School with an M.B.A. in 2009.
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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. When 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 Assets1.39B
YTD Return1.62%
Yield0.00%
Morningstar Rating★★★★★
Inception DateAug 30, 2016
Fund Operations
Last Dividend0.00
Last Cap Gain30.00
Holdings Turnover5.84%
Average for CategoryN/A
Fees & Expenses
ExpenseBFGFXCategory 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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