Baron Focused Growth Fund

Frequently Asked Questions About BFGUX

What does BFGUX invest in?

The fund primarily aims for long-term capital appreciation by investing in the common equity of U.S.-based growth companies characterized as small or mid-sized. The adviser considers small and mid-sized firms to be those whose market capitalization, at the moment of purchase, does not exceed that of the largest stock within the Russell Midcap Growth Index at its rebalancing. Due to its patient, long-term investment strategy, a substantial part of the fund's holdings may consist of securities that have increased in value beyond their original market capitalization categories. This portfolio is non-diversified.

What is the expense ratio of BFGUX?

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

How big is BFGUX?

Baron Focused Growth Fund (BFGUX) manages $2.83B 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 BFGUX actively managed or an index fund?

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

When was BFGUX launched?

Baron Focused Growth Fund (BFGUX) launched in August 2016 and is managed by the fund issuer.

How has BFGUX performed?

BFGUX'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.