About BGRFX
Baron Growth Fund is a U.S.-based mutual fund specializing in long-term investments in small-sized growth companies. Managed by BAMCO, Inc., the fund’s primary objective is capital appreciation by identifying and holding equity securities—mainly common stocks—of small-cap businesses with significant growth potential. The fund defines small-sized companies as those with market capitalizations up to the largest company in the Russell 2000 Growth Index at the time of purchase or up to $2.5 billion, whichever is greater. Baron Growth Fund emphasizes high-quality businesses with durable competitive advantages, robust management teams, and stable growth prospects.
Key sectors represented in the portfolio include financial services, technology, real estate, and consumer cyclical industries, with a concentrated strategy evidenced by substantial weight in top holdings. The fund is characterized by a low average portfolio turnover and a high active share, reflecting a disciplined, long-term approach that seeks to capitalize on inefficiencies in the small-cap growth segment. With net assets exceeding $6 billion and a track record dating back to 1994, Baron Growth Fund plays a prominent role in the U.S. mutual fund market for investors seeking exposure to small-cap growth equities.
Fund Family Baron Capital Group, Inc.
Category Mid-Cap Growth
Performance Rating Low
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BGRFX
Index Russell 2000 Growth TR
BGRFX had a total return of -3.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.72%.
