Morningstar

Baron Growth Retail BGRFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baron Capital Investment Hub

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

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