About BGRUX
Baron Growth Fund Class R6 is a mutual fund specializing in the small-cap growth segment of the U.S. equity market. Its primary goal is to achieve long-term capital appreciation by investing in small-sized U.S. companies with strong growth potential, targeting businesses poised for substantial expansion over four to five years. The fund emphasizes identifying firms supported by enduring demographic, economic, and societal trends, seeking those with stable growth trajectories, durable competitive advantages, and exceptional management teams. Notably, it holds a concentrated portfolio, with its top ten holdings representing nearly three-quarters of its assets, including companies such as Arch Capital Group, MSCI Inc., and Gartner. With a long-term, disciplined investment strategy, the fund has established a reputation for focusing on quality businesses and has delivered robust returns since its inception. Baron Growth Fund Class R6 plays a significant role for institutional investors looking for exposure to small-cap growth equities as part of a diversified investment strategy, reflecting a commitment to long-term performance and rigorous fundamental analysis.
Fund Family Baron Capital Group, Inc.
Category Mid-Cap Growth
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BGRUX
Share Class R6 Shares
Index Russell 2000 Growth TR
BGRUX had a total return of -9.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.51%.
