Baron Capital Group Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-3.975.6030.86-7.2517.47
    Category Average-1.747.1224.98-8.5513.52
    Assets for Each Yr*19.4417.1322.7720.6124.30
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 17.47 14.09 9.00

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $24,303 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 75.44 1.06 Average
    International Stock 4.0 22.17 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-14-19

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 12.77 3.17
    Guidewire Software Inc* Technology 21.91 2.16
    Primerica Inc* Financial Services 24.12 0.88
    SBA Communications Corp* RealEstate 39.91 0.84
    Douglas Emmett Inc* RealEstate 21.74 0.78
    Iridium Communications Inc* Communication Services 24.39 0.76
    Benefitfocus Inc* Technology -41.49 0.63
    VeriSign Inc* Technology 38.38 0.49
    Alexandria Real Estate Equities * RealEstate 32.13 0.48
    Penn National Gaming Inc* Consumer Cyclical 4.04 0.48
    Ceridian HCM Holding Inc* Technology 47.17 0.44
    ASGN Inc* Industrials 3.80 0.43
    Equinix Inc* RealEstate 46.03 0.43
    Worldpay Inc Class A* Industrials 61.14 0.43
    Americold Realty Trust* RealEstate 30.19 0.40
    CBRE Group Inc* RealEstate 23.78 0.40
    Icon PLC* Healthcare 10.60 0.38
    Cognex Corp* Technology 13.24 0.34
    Veeva Systems Inc Class A* Technology 84.31 0.31
    WH Group Ltd* Consumer Defensive 6.67 0.29

    Best 5-Year Relative Performance | More
    06-14-19

    Worst 5-Year Relative Performance | More
    06-14-19

    Lowest Expenses | More
    06-14-19

    Highest Expenses | More
    06-14-19

    Longest Manager Tenure | More
    06-14-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 21.70
    Baron Asset Retail Andrew Peck 15.90
    Baron Growth Retail Ronald Baron 13.80
    Baron Opportunity Re Michael Lippert 13.30
    Baron International Michael Kass 10.50

    Shortest Manager Tenure | More
    06-14-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Health Care In Neal Kaufman 1.10
    Baron Durable Advant Alex Umansky 1.50
    Baron Real Estate In Jeffrey A. Kolitch 1.50
    Baron WealthBuilder Ronald Baron 1.50
    Baron Discovery Inst Laird Bieger 5.70