- What does BFGFX invest in?
- This fund aims for long-term capital growth, primarily allocating its investments to the common stock of U.S.-based, rapidly expanding small and mid-sized companies. The adviser defines these smaller and mid-tier firms based on their market value at the moment of acquisition, ensuring they don't exceed the market capitalization of the largest constituent within the Russell Midcap Growth Index when that index undergoes its periodic rebalancing. Because of its patient, long-term strategy, a substantial portion of the fund's holdings might eventually comprise companies whose market values have grown beyond their initial small- or mid-cap criteria. It is important to note that this fund utilizes a concentrated, non-diversified investment approach.
- What is the expense ratio of BFGFX?
- Baron Focused Growth Fund Retail Shs (BFGFX) charges an expense ratio of 1.31%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BFGFX?
- Baron Focused Growth Fund Retail Shs (BFGFX) manages $2.78B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BFGFX actively managed or an index fund?
- BFGFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BFGFX launched?
- Baron Focused Growth Fund Retail Shs (BFGFX) launched in July 2008 and is managed by the fund issuer.
- How has BFGFX performed?
- BFGFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
