Baron Capital Group Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return38.235.22-4.055.7514.82
    Category Average34.946.26-1.907.289.18
    Assets for Each Yr*20.7322.2019.5217.2319.29
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 14.82 7.84 12.01

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $19,285 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 76.93 1.15 Average
    International Stock 4.9 17.69 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 29.95 3.89
    Arch Capital Group Ltd* Financial Services 10.73 3.66
    IDEXX Laboratories Inc* Healthcare 42.88 3.50
    Gartner Inc A* Technology 16.47 3.39
    CoStar Group Inc* RealEstate 37.39 2.68
    FactSet Research Systems Inc* Financial Services -0.26 2.24
    Tesla Inc* Consumer Cyclical 52.15 1.78
    Gaming and Leisure Properties In* RealEstate 22.11 1.68
    Mettler-Toledo International Inc* Healthcare 38.19 1.39
    Bright Horizons Family Solutions* Consumer Cyclical 9.43 1.38
    Guidewire Software Inc* Technology 37.30 1.24
    Ansys Inc* Technology 35.93 1.18
    Choice Hotels International Inc* Consumer Cyclical 17.42 1.17
    Charles Schwab Corp* Financial Services 0.53 1.13
    SS&C Technologies Holdings Inc* Technology 30.22 1.13
    Douglas Emmett Inc* RealEstate 4.60 0.99
    SBA Communications Corp* Communication Services 31.73 0.95
    Hyatt Hotels Corp* Consumer Cyclical 4.09 0.94
    MSCI Inc* Financial Services 28.29 0.93
    Primerica Inc* Financial Services 4.31 0.90

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Partners Retai Ronald Baron 25.30
    Baron Focused Growth Ronald Baron 21.00
    Baron Small Cap Reta Clifford Greenberg 19.70
    Baron Asset Retail Andrew Peck 13.80
    Baron Growth Retail Ronald Baron 11.40

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Discovery Inst Laird Bieger 3.70
    Baron Global Advanta Alex Umansky 5.10
    Baron Energy and Res James H. Stone 5.40
    Baron Fifth Avenue G Alex Umansky 5.60
    Baron Emerging Marke Michael Kass 6.40