Baron Capital Group Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return38.235.22-4.055.7524.34
    Category Average34.946.26-1.907.2818.03
    Assets for Each Yr*20.7322.2019.5217.2321.90
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 24.34 10.18 13.44

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $21,895 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 74.49 1.15 Average
    International Stock 4.9 20.65 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-16-17

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 36.12 3.87
    Gartner Inc A* Technology 22.64 3.71
    Arch Capital Group Ltd* Financial Services 14.64 3.37
    IDEXX Laboratories Inc* Healthcare 35.20 3.21
    CoStar Group Inc* RealEstate 51.85 3.12
    Tesla Inc* Consumer Cyclical 64.07 2.18
    FactSet Research Systems Inc* Financial Services 9.76 2.09
    Gaming and Leisure Properties In* RealEstate 27.07 1.62
    Mettler-Toledo International Inc* Healthcare 59.35 1.52
    Guidewire Software Inc* Technology 58.44 1.42
    Bright Horizons Family Solutions* Consumer Cyclical 21.69 1.27
    Ansys Inc* Technology 41.97 1.26
    Charles Schwab Corp* Financial Services 13.28 1.13
    Choice Hotels International Inc* Consumer Cyclical 21.76 1.13
    SS&C Technologies Holdings Inc* Technology 46.07 1.08
    Hyatt Hotels Corp* Consumer Cyclical 11.27 0.93
    Douglas Emmett Inc* RealEstate 13.68 0.92
    MSCI Inc* Financial Services 57.93 0.91
    SBA Communications Corp* Communication Services 44.40 0.90
    Marriott Vacations Worldwide Cor* Consumer Cyclical 48.72 0.90

    Worst 5-Year Relative Performance | More
    10-16-17

    Highest Expenses | More
    10-16-17

    Longest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 20.00
    Baron Partners Retai Ronald Baron 14.50
    Baron Asset Retail Andrew Peck 14.20
    Baron Growth Retail Ronald Baron 11.80
    Baron Opportunity Re Michael Lippert 11.60

    Shortest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Discovery Inst Laird Bieger 4.00
    Baron Global Advanta Alex Umansky 5.50
    Baron Energy and Res James H. Stone 5.80
    Baron Fifth Avenue G Alex Umansky 6.00
    Baron Emerging Marke Michael Kass 6.80