Baron Capital Group Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return38.235.22-4.055.7521.51
    Category Average34.946.26-1.907.2815.08
    Assets for Each Yr*20.7322.2019.5217.2320.98
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 21.51 7.94 13.50

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $20,982 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 74.25 1.15 Average
    International Stock 4.9 20.71 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-22-17

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 45.30 3.87
    Gartner Inc A* Technology 22.87 3.71
    Arch Capital Group Ltd* Financial Services 13.69 3.37
    IDEXX Laboratories Inc* Healthcare 34.31 3.21
    CoStar Group Inc* RealEstate 48.98 3.12
    Tesla Inc* Consumer Cyclical 64.30 2.18
    FactSet Research Systems Inc* Financial Services 4.16 2.09
    Gaming and Leisure Properties In* RealEstate 26.75 1.62
    Mettler-Toledo International Inc* Healthcare 51.20 1.52
    Guidewire Software Inc* Technology 59.42 1.42
    Bright Horizons Family Solutions* Consumer Cyclical 17.10 1.27
    Ansys Inc* Technology 31.96 1.26
    Charles Schwab Corp* Financial Services 8.39 1.13
    Choice Hotels International Inc* Consumer Cyclical 13.61 1.13
    SS&C Technologies Holdings Inc* Technology 35.65 1.08
    Hyatt Hotels Corp* Consumer Cyclical 10.91 0.93
    Douglas Emmett Inc* RealEstate 7.60 0.92
    MSCI Inc* Financial Services 50.24 0.91
    SBA Communications Corp* Communication Services 38.12 0.90
    Marriott Vacations Worldwide Cor* Consumer Cyclical 42.33 0.90

    Worst 5-Year Relative Performance | More
    09-22-17

    Highest Expenses | More
    09-22-17

    Longest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 20.00
    Baron Partners Retai Ronald Baron 14.40
    Baron Asset Retail Andrew Peck 14.20
    Baron Growth Retail Ronald Baron 11.70
    Baron Opportunity Re Michael Lippert 11.60

    Shortest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Discovery Inst Laird Bieger 4.00
    Baron Global Advanta Alex Umansky 5.40
    Baron Energy and Res James H. Stone 5.70
    Baron Fifth Avenue G Alex Umansky 5.90
    Baron Emerging Marke Michael Kass 6.70