Baron Focused Growth Fund Inst Shs

Frequently Asked Questions About BFGIX

What does BFGIX invest in?

This fund targets long-term capital appreciation primarily through investments in common stock issued by U.S.-based small and mid-sized growth companies. The Adviser identifies these companies as those whose market capitalization, at the point of acquisition, does not exceed that of the largest firm within the Russell Midcap Growth Index at the time of its rebalancing. Owing to its patient, long-term investment strategy, it is possible for a significant percentage of the fund's assets to be held in securities that have grown beyond their original market capitalization thresholds. Furthermore, this is a non-diversified fund.

What is the expense ratio of BFGIX?

Baron Focused Growth Fund Inst Shs (BFGIX) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BFGIX?

Baron Focused Growth Fund Inst Shs (BFGIX) 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 BFGIX actively managed or an index fund?

BFGIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BFGIX launched?

Baron Focused Growth Fund Inst Shs (BFGIX) launched in May 2009 and is managed by the fund issuer.

How has BFGIX performed?

BFGIX'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.