Morningstar

Baron Growth Retail BGRFX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 102.75  /  +0.93 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 2%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BGRFX

Will BGRFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGRFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGRFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BGRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still a good choice despite a downgrade.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Despite a reduced view of its investment process, Baron Growth remains a viable option for long-term investors.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BGRFX

More BGRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.0
Top 10 Holdings
% Portfolio Weight
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