Baron Capital Group Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-4.055.7530.64-7.2816.52
    Category Average-1.847.2724.80-8.5915.18
    Assets for Each Yr*19.5217.2322.8320.6424.19
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 16.52 17.82 7.98

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $24,190 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 74.25 1.06 Average
    International Stock 3.7 23.08 1.07 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Gartner Inc A* Technology 15.07 3.55
    CoStar Group Inc* RealEstate 38.43 3.16
    IDEXX Laboratories Inc* Healthcare 17.35 3.03
    Tesla Inc* Consumer Cyclical -19.63 1.93
    Ansys Inc* Technology 26.71 1.35
    Gaming and Leisure Properties In* RealEstate 16.40 1.31
    Mettler-Toledo International Inc* Healthcare 26.55 1.20
    Hyatt Hotels Corp* Consumer Cyclical 7.60 1.12
    SS&C Technologies Holdings Inc* Technology 39.19 1.00
    Marriott Vacations Worldwide Cor* Consumer Cyclical 36.21 0.84
    2U Inc* Technology 37.69 0.52
    Illumina Inc* Healthcare 3.59 0.50
    Maximus Inc* Industrials 9.82 0.50
    TransDigm Group Inc* Industrials 31.98 0.50
    Alexandria Real Estate Equities * RealEstate 21.22 0.45
    Icon PLC* Healthcare 4.46 0.44
    Trex Co Inc* Basic Materials 16.61 0.44
    VeriSign Inc* Technology 22.93 0.43
    SiteOne Landscape Supply Inc* Industrials 1.65 0.38
    WH Group Ltd* Consumer Defensive 44.00 0.35

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 21.50
    Baron Asset Retail Andrew Peck 15.70
    Baron Growth Retail Ronald Baron 13.50
    Baron Opportunity Re Michael Lippert 13.00
    Baron International Michael Kass 10.20

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Health Care In Neal Kaufman 0.90
    Baron Durable Advant Alex Umansky 1.20
    Baron Real Estate In Jeffrey A. Kolitch 1.20
    Baron WealthBuilder Ronald Baron 1.20
    Baron Discovery Inst Laird Bieger 5.50