Baron Capital Group Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.22-4.055.7530.64--
    Category Average6.26-1.907.2824.763.33
    Assets for Each Yr*22.2019.5217.2322.8322.83
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 30.64 9.85 14.03

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $22,826 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 72.31 1.14 Average
    International Stock 5.0 22.68 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-18

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 5.81 4.87
    Gartner Inc A* Technology 8.81 4.84
    Arch Capital Group Ltd* Financial Services -0.94 4.33
    IDEXX Laboratories Inc* Healthcare 14.46 4.19
    CoStar Group Inc* RealEstate 13.29 3.81
    FactSet Research Systems Inc* Financial Services 3.37 2.65
    Tesla Inc* Consumer Cyclical 10.67 2.64
    Gaming and Leisure Properties In* RealEstate -1.57 2.02
    Mettler-Toledo International Inc* Healthcare 5.53 1.98
    Guidewire Software Inc* Technology 3.26 1.81
    Ansys Inc* Technology 7.28 1.65
    Bright Horizons Family Solutions* Consumer Cyclical 2.32 1.65
    Charles Schwab Corp* Financial Services 7.71 1.47
    Choice Hotels International Inc* Consumer Cyclical 4.38 1.42
    SS&C Technologies Holdings Inc* Technology 23.37 1.41
    MSCI Inc* Financial Services 8.12 1.19
    Marriott Vacations Worldwide Cor* Consumer Cyclical 0.50 1.18
    Hyatt Hotels Corp* Consumer Cyclical 6.72 1.09
    SBA Communications Corp* Communication Services -1.05 1.08
    Primerica Inc* Financial Services 1.62 0.96

    Worst 5-Year Relative Performance | More
    01-18-18

    Highest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 20.30
    Baron Partners Retai Ronald Baron 14.70
    Baron Asset Retail Andrew Peck 14.50
    Baron Growth Retail Ronald Baron 12.00
    Baron Opportunity Re Michael Lippert 11.90

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Baron WealthBuilder Ronald Baron 0.10
    Baron Discovery Inst Laird Bieger 4.30
    Baron Global Advanta Alex Umansky 5.70
    Baron Energy and Res James H. Stone 6.10
    Baron Fifth Avenue G Alex Umansky 6.20