Baron Capital Group Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-3.975.6030.86-7.2523.80
    Category Average-1.747.1224.98-8.5518.84
    Assets for Each Yr*19.4417.1322.7720.6125.44
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 23.80 13.72 9.24

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $25,437 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 76.17 1.06 Average
    International Stock 4.0 21.45 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 22.00
    Baron Asset Retail Andrew Peck 16.20
    Baron Growth Retail Ronald Baron 14.00
    Baron Opportunity Re Michael Lippert 13.50
    Baron International Michael Kass 10.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Health Care In Neal Kaufman 1.40
    Baron Durable Advant Alex Umansky 1.70
    Baron Real Estate In Jeffrey A. Kolitch 1.70
    Baron WealthBuilder Ronald Baron 1.70
    Baron Discovery Inst Laird Bieger 6.00