Baron Capital Group Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-4.055.7530.64-7.28--
    Category Average-1.847.2724.80-8.595.08
    Assets for Each Yr*19.5217.2322.8320.6420.64
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -7.28 8.61 5.28

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $20,639 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 73.28 1.03 Average
    International Stock 4.0 23.87 1.19 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Tesla Inc* Consumer Cyclical -9.18 1.93
    Gaming and Leisure Properties In* RealEstate 10.03 1.31
    MSCI Inc* Financial Services 12.58 1.25
    Choice Hotels International Inc* Consumer Cyclical 5.36 1.20
    Mettler-Toledo International Inc* Healthcare 6.46 1.20
    Charles Schwab Corp* Financial Services 15.53 1.01
    Bio-Techne Corp* Healthcare 12.75 0.83
    Red Rock Resorts Inc A* Consumer Cyclical 21.76 0.71
    Benefitfocus Inc* Technology 18.00 0.69
    Morningstar Inc* Industrials 5.04 0.58
    West Pharmaceutical Services Inc* Healthcare 7.37 0.56
    Maximus Inc* Industrials 6.62 0.50
    Cognex Corp* Technology 11.04 0.33
    Amazon.com Inc* Consumer Cyclical 12.93 0.29
    Mercury Systems Inc* Technology 3.55 0.29
    GTT Communications Inc* Communication Services 16.15 0.27
    LiveRamp Holdings Inc* Technology 11.47 0.25
    Willis Towers Watson PLC* Financial Services 4.48 0.25
    Moelis & Co Class A* Financial Services 25.33 0.24
    Air Lease Corp Class A* Industrials 24.16 0.22

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Small Cap Reta Clifford Greenberg 21.30
    Baron Asset Retail Andrew Peck 15.50
    Baron Growth Retail Ronald Baron 13.40
    Baron Opportunity Re Michael Lippert 12.90
    Baron International Michael Kass 10.10

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Health Care In Neal Kaufman 0.70
    Baron Durable Advant Alex Umansky 1.10
    Baron Real Estate In Jeffrey A. Kolitch 1.10
    Baron WealthBuilder Ronald Baron 1.10
    Baron Discovery Inst Laird Bieger 5.30