Baron Capital Group Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return38.235.22-4.055.7527.58
    Category Average34.946.26-1.907.2820.55
    Assets for Each Yr*20.7322.2019.5217.2322.46
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 27.58 9.72 14.22

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $22,455 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 74.07 1.15 Average
    International Stock 4.9 21.10 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 44.80 3.87
    Gartner Inc A* Technology 15.66 3.71
    Arch Capital Group Ltd* Financial Services 11.21 3.37
    IDEXX Laboratories Inc* Healthcare 32.07 3.21
    CoStar Group Inc* RealEstate 61.67 3.12
    Tesla Inc* Consumer Cyclical 47.43 2.18
    FactSet Research Systems Inc* Financial Services 20.98 2.09
    Gaming and Leisure Properties In* RealEstate 22.73 1.62
    Mettler-Toledo International Inc* Healthcare 50.74 1.52
    Guidewire Software Inc* Technology 65.19 1.42
    Bright Horizons Family Solutions* Consumer Cyclical 25.04 1.27
    Ansys Inc* Technology 62.80 1.26
    Charles Schwab Corp* Financial Services 14.01 1.13
    Choice Hotels International Inc* Consumer Cyclical 36.57 1.13
    SS&C Technologies Holdings Inc* Technology 40.33 1.08
    Hyatt Hotels Corp* Consumer Cyclical 26.46 0.93
    Douglas Emmett Inc* RealEstate 12.69 0.92
    MSCI Inc* Financial Services 62.35 0.91
    SBA Communications Corp* Communication Services 59.99 0.90
    Marriott Vacations Worldwide Cor* Consumer Cyclical 60.41 0.90

    Worst 5-Year Relative Performance | More
    11-17-17

    Highest Expenses | More
    11-17-17

    Longest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 20.10
    Baron Partners Retai Ronald Baron 14.60
    Baron Asset Retail Andrew Peck 14.30
    Baron Growth Retail Ronald Baron 11.80
    Baron Opportunity Re Michael Lippert 11.70

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Discovery Inst Laird Bieger 4.10
    Baron Global Advanta Alex Umansky 5.60
    Baron Energy and Res James H. Stone 5.90
    Baron Fifth Avenue G Alex Umansky 6.00
    Baron Emerging Marke Michael Kass 6.90