Baron Capital Group Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return5.22-4.055.7530.645.72
    Category Average6.26-1.907.2824.763.73
    Assets for Each Yr*22.2019.5217.2322.8324.56
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 5.72 10.54 12.13

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $24,559 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 72.27 1.02 Average
    International Stock 5.0 23.53 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    Gartner Inc A* Technology 12.74 3.19
    FactSet Research Systems Inc* Financial Services 7.24 1.92
    Tesla Inc* Consumer Cyclical 0.72 1.69
    Gaming and Leisure Properties In* RealEstate 1.92 1.23
    MSCI Inc* Financial Services 35.72 1.18
    Mettler-Toledo International Inc* Healthcare -2.74 1.10
    Bright Horizons Family Solutions* Consumer Cyclical 17.34 1.09
    Choice Hotels International Inc* Consumer Cyclical 2.42 1.08
    Charles Schwab Corp* Financial Services 1.91 1.06
    Marriott Vacations Worldwide Cor* Consumer Cyclical -10.67 0.92
    Red Rock Resorts Inc A* Consumer Cyclical 7.05 0.90
    Douglas Emmett Inc* RealEstate -3.90 0.79
    Primerica Inc* Financial Services 7.78 0.74
    Zillow Group Inc A* RealEstate 54.00 0.52
    The Ultimate Software Group Inc* Technology 33.83 0.51
    Amazon.com Inc* Consumer Cyclical 55.09 0.48
    SiteOne Landscape Supply Inc* Industrials 21.38 0.47
    Teladoc Inc* Technology 96.70 0.43
    Illumina Inc* Healthcare 42.41 0.42
    Alexandria Real Estate Equities * RealEstate -3.12 0.41

    Worst 5-Year Relative Performance | More
    07-20-18

    Highest Expenses | More
    07-20-18

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 20.80
    Baron Partners Retai Ronald Baron 15.20
    Baron Asset Retail Andrew Peck 15.00
    Baron Growth Retail Ronald Baron 12.90
    Baron Opportunity Re Michael Lippert 12.40

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Health Care In Neal Kaufman 0.20
    Baron Durable Advant Alex Umansky 0.60
    Baron Real Estate In Jeffrey A. Kolitch 0.60
    Baron WealthBuilder Ronald Baron 0.60
    Baron Discovery Inst Laird Bieger 4.80