About BFGUX
Baron Focused Growth Fund R6 is a mutual fund specializing in long-term capital appreciation through investments primarily in equity securities of U.S. small- and mid-sized growth companies. Managed with a high-conviction, non-diversified approach, the fund targets firms with significant growth potential across a variety of sectors, including technology, healthcare, and consumer cyclicals. Its portfolio is notably concentrated, with the top ten holdings representing over half of its assets, and includes prominent names such as Tesla, Spotify Technology, and Guidewire Software. The fund adopts a low turnover strategy, reflecting its commitment to holding investments for extended periods to realize their growth potential. As a mid-cap growth fund, it tracks companies with market capitalizations typically aligned with the Russell Midcap Growth Index, though holdings may grow beyond these ranges over time. This focused investment strategy aims to generate superior returns relative to benchmark indices while accepting greater risk through limited diversification. The R6 share class caters to institutional investors, featuring a minimum investment requirement and a competitive expense ratio within its category.
Fund Family Baron Capital Group, Inc.
Category Mid-Cap Growth
Performance Rating High
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol BFGUX
Share Class R6 Shares
Index Russell 2500 Growth TR
BFGUX had a total return of 26.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 22.55%.
