- What does BGRFX invest in?
- The Baron Growth Fund is designed for long-term capital appreciation, primarily by acquiring common stock in growth-oriented, small-sized U.S. companies. Its adviser, BAMCO, Inc., determines a company's "small-sized" status based on its market capitalization at the time of purchase. To qualify, a company's market cap cannot exceed the greater of two benchmarks: either the market capitalization of the largest component stock in the Russell 2000 Growth Index at its reconstitution, or a value of $2.5 billion.
- What is the expense ratio of BGRFX?
- Baron Growth Fund (BGRFX) charges an expense ratio of 1.39%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BGRFX?
- Baron Growth Fund (BGRFX) manages $2.08B 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 BGRFX actively managed or an index fund?
- BGRFX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BGRFX's is 1.39%) because there's no security selection cost.
- When was BGRFX launched?
- Baron Growth Fund (BGRFX) launched in August 1995 and is managed by the fund issuer.
- How has BGRFX performed?
- BGRFX'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.
