Baron Capital Group Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return38.235.22-4.055.7517.47
    Category Average34.946.26-1.907.2810.79
    Assets for Each Yr*20.7322.2019.5217.2319.87
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 17.47 8.22 14.05

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $19,870 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 76.58 1.15 Average
    International Stock 4.9 18.12 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-17

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 31.24 3.89
    Arch Capital Group Ltd* Financial Services 7.82 3.66
    IDEXX Laboratories Inc* Healthcare 42.00 3.50
    Gartner Inc A* Technology 21.70 3.39
    CoStar Group Inc* RealEstate 38.70 2.68
    FactSet Research Systems Inc* Financial Services 2.28 2.24
    Tesla Inc* Consumer Cyclical 79.05 1.78
    Gaming and Leisure Properties In* RealEstate 27.11 1.68
    Mettler-Toledo International Inc* Healthcare 42.34 1.39
    Bright Horizons Family Solutions* Consumer Cyclical 11.80 1.38
    Guidewire Software Inc* Technology 38.94 1.24
    Ansys Inc* Technology 32.61 1.18
    Choice Hotels International Inc* Consumer Cyclical 16.98 1.17
    Charles Schwab Corp* Financial Services 5.88 1.13
    SS&C Technologies Holdings Inc* Technology 35.75 1.13
    Douglas Emmett Inc* RealEstate 6.02 0.99
    SBA Communications Corp* Communication Services 27.10 0.95
    Hyatt Hotels Corp* Consumer Cyclical 3.73 0.94
    MSCI Inc* Financial Services 31.87 0.93
    Primerica Inc* Financial Services 8.14 0.90

    Best 5-Year Relative Performance | More
    06-22-17

    Worst 5-Year Relative Performance | More
    06-22-17

    Lowest Expenses | More
    06-22-17

    Highest Expenses | More
    06-22-17

    Longest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Partners Retai Ronald Baron 25.40
    Baron Focused Growth Ronald Baron 21.10
    Baron Small Cap Reta Clifford Greenberg 19.70
    Baron Asset Retail Andrew Peck 13.90
    Baron Growth Retail Ronald Baron 11.40

    Shortest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Discovery Inst Laird Bieger 3.70
    Baron Global Advanta Alex Umansky 5.10
    Baron Energy and Res James H. Stone 5.50
    Baron Fifth Avenue G Alex Umansky 5.60
    Baron Emerging Marke Michael Kass 6.50