Baron Capital Group Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.22-4.055.7530.64-0.23
    Category Average6.34-1.847.2724.80-2.28
    Assets for Each Yr*22.2019.5217.2322.8323.13
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.23 10.59 7.86

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $23,134 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 73.96 1.07 Average
    International Stock 4.0 22.66 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Gartner Inc A* Technology 18.12 3.67
    IDEXX Laboratories Inc* Healthcare 27.15 3.42
    CoStar Group Inc* RealEstate 19.78 3.28
    Arch Capital Group Ltd* Financial Services -6.96 2.29
    Guidewire Software Inc* Technology 14.81 2.17
    FactSet Research Systems Inc* Financial Services 19.01 2.09
    Ansys Inc* Technology 7.91 1.44
    MSCI Inc* Financial Services 17.79 1.21
    Bright Horizons Family Solutions* Consumer Cyclical 25.76 1.21
    Choice Hotels International Inc* Consumer Cyclical 0.78 1.14
    Mettler-Toledo International Inc* Healthcare -4.89 1.12
    SS&C Technologies Holdings Inc* Technology 17.71 1.06
    Marriott Vacations Worldwide Cor* Consumer Cyclical -43.27 1.03
    Charles Schwab Corp* Financial Services -7.51 0.98
    Bio-Techne Corp* Healthcare 26.01 0.96
    Primerica Inc* Financial Services 15.88 0.86
    Red Rock Resorts Inc A* Consumer Cyclical -27.65 0.71
    Douglas Emmett Inc* RealEstate -10.72 0.71
    SBA Communications Corp* Communication Services 5.58 0.69
    Penn National Gaming Inc* Consumer Cyclical -36.93 0.62

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 21.10
    Baron Asset Retail Andrew Peck 15.30
    Baron Growth Retail Ronald Baron 13.20
    Baron Opportunity Re Michael Lippert 12.70
    Baron International Michael Kass 9.90

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Health Care In Neal Kaufman 0.50
    Baron Durable Advant Alex Umansky 0.90
    Baron Real Estate In Jeffrey A. Kolitch 0.90
    Baron WealthBuilder Ronald Baron 0.90
    Baron Discovery Inst Laird Bieger 5.10