| 62.28 Net Asset Value | -1.32% 1 Day | +16.06% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.32% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -0.86% | 3 years | +17.00% | |
| 3 months | +5.11% | 5 years | +7.82% | |
| 1 year | +29.59% | Since inception | +13.60% |
| BGRFX | Category | |
|---|---|---|
| Performance 5-yr return | +7.82% | +6.62% |
| Expense ratio | 1.32% | 1.37% |
| Risk 5 year sharpe ratio | 0.42 | 0.32 |
| Net assets | $6.8B | $1.1B |
| Average market cap | $3.5B | $7.1B |
| Average P/E | 24.9 | 19.0 |
| Portfolio turnover | 14% | 14% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Baron Capital Group |
| Fund manager & tenure | Ronald Baron / 18 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 19.49% |
| Consumer service | 17.04% |
| Healthcare | 13.60% |
| Energy | 12.16% |
| Financial service | 9.61% |
| ACGL Arch Capital Group Ltd | 3.28% |
| ITC ITC Holdings Corp | 3.04% |
| DKS Dick's Sporting Goods, Inc. | 2.94% |
| CYH Community Health Systems Inc | 2.87% |
| GWR Genesee & Wyoming, Inc. Class A | 2.82% |
| LKQ LKQ Corporation | 2.76% |
| ANSS Ansys, Inc. | 2.62% |
| IT Gartner, Inc. Class A | 2.35% |
| FDS FactSet Research Systems, Inc. | 2.24% |
| PENN Penn National Gaming | 2.20% |
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