What is the Baron Growth Fund?

The Baron Growth Fund offers exposure to mid- and small-cap stocks with potential to grow. As of November 27, 2023, the fund has assets totaling almost $6.93 billion invested in 41 different holdings. Its portfolio consists primarily of domestic stocks categorized as either small- or mid-cap.

Is the Baron growth fund's performance based-characteristics based on the bgrfx benchmark?

Current performance may be lower or higher than the performance data quoted. Except for Standard Deviation and Sharpe Ratio, the performance based-characteristics above were calculated relative to the Baron Growth Fund's (BGRFX) benchmark (Russell 2000 Growth Index). Performance statistics for additional periods will be provided on request.

How long does baron's stock last?

Baron gives his stocks time to fulfill their potential, often holding them for more than five years. Morningstar includes the fund in its Mid-Cap Growth category. On a three-year basis, it underperformed the category average. Over the long term, its performance record, net of fees, topped that average.