Baron Capital Group Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return5.22-4.055.7530.642.24
    Category Average6.26-1.907.2824.761.67
    Assets for Each Yr*22.2019.5217.2322.8323.53
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.24 9.15 11.71

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $23,531 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 70.26 1.13 Average
    International Stock 5.0 25.15 0.92 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 9.00 3.50
    CoStar Group Inc* RealEstate 24.65 3.15
    IDEXX Laboratories Inc* Healthcare 24.45 3.08
    Gartner Inc A* Technology -4.69 2.97
    Arch Capital Group Ltd* Financial Services -11.18 2.48
    FactSet Research Systems Inc* Financial Services 0.52 2.06
    Guidewire Software Inc* Technology 11.59 1.86
    Tesla Inc* Consumer Cyclical -9.85 1.37
    Ansys Inc* Technology 8.31 1.32
    Mettler-Toledo International Inc* Healthcare -9.50 1.23
    Gaming and Leisure Properties In* RealEstate -7.05 1.21
    Choice Hotels International Inc* Consumer Cyclical 4.85 1.20
    Bright Horizons Family Solutions* Consumer Cyclical 2.01 1.20
    Hyatt Hotels Corp* Consumer Cyclical 6.30 1.15
    Charles Schwab Corp* Financial Services 6.48 1.15
    MSCI Inc* Financial Services 18.22 1.13
    SS&C Technologies Holdings Inc* Technology 21.62 1.12
    Marriott Vacations Worldwide Cor* Consumer Cyclical 1.45 0.87
    SBA Communications Corp* Communication Services 0.69 0.83
    Red Rock Resorts Inc A* Consumer Cyclical -10.23 0.82

    Worst 5-Year Relative Performance | More
    04-25-18

    Highest Expenses | More
    04-25-18

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 20.60
    Baron Partners Retai Ronald Baron 15.00
    Baron Asset Retail Andrew Peck 14.80
    Baron Growth Retail Ronald Baron 12.60
    Baron Opportunity Re Michael Lippert 12.10

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Durable Advant Alex Umansky 0.30
    Baron Real Estate In Jeffrey A. Kolitch 0.30
    Baron WealthBuilder Ronald Baron 0.30
    Baron Discovery Inst Laird Bieger 4.60
    Baron Global Advanta Alex Umansky 6.00