About BFGIX
Baron Focused Growth Fund Institutional Shares is an actively managed mutual fund specializing in the long-term growth of capital through investments in U.S. small- and mid-sized growth companies. Managed by Ron Baron and David Baron, this fund adopts a high-conviction, non-diversified strategy, typically holding a concentrated portfolio of 20 to 30 stocks, with a significant portion allocated to its top holdings. The fund’s investment process is rooted in proprietary, research-intensive, bottom-up analysis, seeking businesses with strong competitive advantages that can grow independently of sector or macroeconomic cycles. With a low turnover rate and high active share, the portfolio reflects the managers’ commitment to long-term value creation. Baron Focused Growth Fund plays a prominent role in the mid-cap growth category, offering institutional investors exposure to innovative companies across sectors including technology, healthcare, financial services, and consumer discretionary. Its disciplined approach and focused portfolio design aim to deliver strong risk-adjusted returns by identifying and holding the managers’ best growth ideas over extended periods.
Fund Family Baron Capital Group, Inc.
Category Mid-Cap Growth
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BFGIX
Share Class Institutional Shares
Index Russell 2500 Growth TR
BFGIX had a total return of 17.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.83%.
