Baron Capital Group Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return38.235.22-4.055.757.81
    Category Average34.946.26-1.907.286.14
    Assets for Each Yr*20.7322.2019.5217.2318.39
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 7.81 3.89 11.33

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $18,392 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 77.37 1.15 Average
    International Stock 4.0 17.03 1.29 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    Gartner Inc A* Technology 7.91 3.66
    Arch Capital Group Ltd* Financial Services 8.02 3.65
    Vail Resorts Inc* Consumer Cyclical 16.25 3.56
    IDEXX Laboratories Inc* Healthcare 31.10 3.22
    CoStar Group Inc* RealEstate 10.21 2.59
    FactSet Research Systems Inc* Financial Services 8.44 2.51
    Gaming and Leisure Properties In* RealEstate 7.58 1.82
    Bright Horizons Family Solutions* Consumer Cyclical 0.41 1.53
    Tesla Motors Inc* Consumer Cyclical 23.15 1.47
    Mettler-Toledo International Inc* Healthcare 14.34 1.42
    Ansys Inc* Technology 14.28 1.21
    Charles Schwab Corp* Financial Services 1.60 1.20
    Guidewire Software Inc* Technology 12.45 1.17
    Choice Hotels International Inc* Consumer Cyclical 11.60 1.13
    Hyatt Hotels Corp* Consumer Cyclical -4.78 1.04
    Douglas Emmett Inc* RealEstate 4.95 1.04
    SS&C Technologies Holdings Inc* Technology 24.73 1.01
    Maximus Inc* Industrials 11.12 0.95
    SBA Communications Corp* Communication Services 14.56 0.95
    Verisk Analytics Inc* Industrials -1.80 0.94

    Best 5-Year Relative Performance | More
    03-24-17

    Worst 5-Year Relative Performance | More
    03-24-17

    Lowest Expenses | More
    03-24-17

    Highest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Partners Retai Ronald Baron 25.10
    Baron Focused Growth Ronald Baron 20.80
    Baron Small Cap Reta Clifford Greenberg 19.50
    Baron Asset Retail Andrew Peck 13.70
    Baron Growth Retail Ronald Baron 11.50

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Baron Discovery Inst Laird Bieger 3.50
    Baron Global Advanta Alex Umansky 4.90
    Baron Energy and Res James H. Stone 5.20
    Baron Fifth Avenue G Alex Umansky 5.40
    Baron Emerging Marke Michael Kass 6.20