Baron Focused Growth’s highly aggressive style and succession concerns limit its appeal despite some good features.
Baron Focused Growth Retail BFGFX
- NAV / 1-Day Return 41.50 / +1.47 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.320%
- 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 6%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis BFGFX
Will BFGFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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On Holding AG | 4.17 | 58.6 Mil | Consumer Cyclical |
Interactive Brokers Group Inc Class A | 4.14 | 58.2 Mil | Financial Services |
Red Rock Resorts Inc Class A | 3.91 | 55.0 Mil | Consumer Cyclical |