Baron Capital Group Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return38.235.22-4.055.7529.48
    Category Average34.946.26-1.907.2823.36
    Assets for Each Yr*20.7322.2019.5217.2322.63
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 29.48 9.64 14.14

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $22,628 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 73.86 1.14 Average
    International Stock 4.9 21.17 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 38.24 3.87
    Gartner Inc A* Technology 21.21 3.71
    Arch Capital Group Ltd* Financial Services 6.63 3.37
    IDEXX Laboratories Inc* Healthcare 33.54 3.21
    CoStar Group Inc* RealEstate 56.43 3.12
    Tesla Inc* Consumer Cyclical 60.72 2.18
    FactSet Research Systems Inc* Financial Services 26.69 2.09
    Gaming and Leisure Properties In* RealEstate 25.77 1.62
    Mettler-Toledo International Inc* Healthcare 52.89 1.52
    Guidewire Software Inc* Technology 50.48 1.42
    Bright Horizons Family Solutions* Consumer Cyclical 33.75 1.27
    Ansys Inc* Technology 60.05 1.26
    Charles Schwab Corp* Financial Services 30.73 1.13
    Choice Hotels International Inc* Consumer Cyclical 37.10 1.13
    SS&C Technologies Holdings Inc* Technology 44.28 1.08
    Hyatt Hotels Corp* Consumer Cyclical 28.94 0.93
    Douglas Emmett Inc* RealEstate 14.36 0.92
    MSCI Inc* Financial Services 64.06 0.91
    SBA Communications Corp* Communication Services 58.51 0.90
    Marriott Vacations Worldwide Cor* Consumer Cyclical 56.33 0.90

    Worst 5-Year Relative Performance | More
    12-15-17

    Highest Expenses | More
    12-15-17

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 20.20
    Baron Partners Retai Ronald Baron 14.60
    Baron Asset Retail Andrew Peck 14.40
    Baron Growth Retail Ronald Baron 11.90
    Baron Opportunity Re Michael Lippert 11.80

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Discovery Inst Laird Bieger 4.20
    Baron Global Advanta Alex Umansky 5.60
    Baron Energy and Res James H. Stone 6.00
    Baron Fifth Avenue G Alex Umansky 6.10
    Baron Emerging Marke Michael Kass 7.00