Baron Capital Group Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return38.235.22-4.055.7510.50
    Category Average34.946.26-1.907.287.28
    Assets for Each Yr*20.7322.2019.5217.2318.69
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 10.50 5.44 11.27

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $18,693 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 76.67 1.15 Average
    International Stock 4.9 17.85 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Vail Resorts Inc* Consumer Cyclical 24.09 3.89
    Arch Capital Group Ltd* Financial Services 13.36 3.66
    IDEXX Laboratories Inc* Healthcare 38.79 3.50
    Gartner Inc A* Technology 12.78 3.39
    CoStar Group Inc* RealEstate 25.58 2.68
    FactSet Research Systems Inc* Financial Services 0.55 2.24
    Tesla Inc* Consumer Cyclical 44.43 1.78
    Gaming and Leisure Properties In* RealEstate 15.38 1.68
    Mettler-Toledo International Inc* Healthcare 22.63 1.39
    Bright Horizons Family Solutions* Consumer Cyclical 8.67 1.38
    Guidewire Software Inc* Technology 25.12 1.24
    Ansys Inc* Technology 19.09 1.18
    Choice Hotels International Inc* Consumer Cyclical 15.99 1.17
    Charles Schwab Corp* Financial Services -0.35 1.13
    SS&C Technologies Holdings Inc* Technology 31.86 1.13
    Douglas Emmett Inc* RealEstate 4.92 0.99
    SBA Communications Corp* Communication Services 21.37 0.95
    Hyatt Hotels Corp* Consumer Cyclical 2.66 0.94
    MSCI Inc* Financial Services 27.80 0.93
    Primerica Inc* Financial Services 22.76 0.90

    Worst 5-Year Relative Performance | More
    04-27-17

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Partners Retai Ronald Baron 25.20
    Baron Focused Growth Ronald Baron 20.90
    Baron Small Cap Reta Clifford Greenberg 19.60
    Baron Asset Retail Andrew Peck 13.80
    Baron Growth Retail Ronald Baron 11.30

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Discovery Inst Laird Bieger 3.60
    Baron Global Advanta Alex Umansky 5.00
    Baron Energy and Res James H. Stone 5.30
    Baron Fifth Avenue G Alex Umansky 5.50
    Baron Emerging Marke Michael Kass 6.30