Baron Growth FundBGRFX

MUTUAL FUNDBamco
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$2.6B
Expense ratio
1.60%
1-year return
-9.5%
3 years, a year
-3.3%
5 years, a year
-4.3%
12-month yield
23.55%
Holdings
17

What it aims to do.

The investment goal of Baron Growth Fund (the Fund) is capital appreciation through long-term investments primarily in securities of small-sized growth companies.

Top 10 holdings.

Holding% of fund
JOBY Arch Capital Group Ltd22.01%
MSCI MSCI Inc18.43%
KNSL Kinsale Capital Group Inc11.29%
CHH Choice Hotels International Inc10.89%
FIGS Figs Inc6.99%
IT Gartner Inc6.42%
FDS FactSet Research Systems Inc5.61%
PRI Primerica Inc5.52%
RRR Red Rock Resorts Inc4.79%
IDXX IDEXX Laboratories Inc4.30%

More on BGRFX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.