Baron Capital Mutual Funds
Baron Capital Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 7 of 7 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Baron Focused Growth Institutional | BFGIX | Mid-Cap Growth | 12.42% | 37 | 1.060% | High | Institutional | $1.0 Mil | ||
Baron Focused Growth R6 | BFGUX | Mid-Cap Growth | 12.43% | 37 | 1.060% | High | Retirement, Large | $5.0 Mil | ||
Baron Focused Growth Retail | BFGFX | Mid-Cap Growth | 12.21% | 40 | 1.320% | High | No Load | $2,000 | ||
Baron Real Estate Income Institutional | BRIIX | Real Estate | 14.79% | 3 | 0.800% | Below Average | Institutional | $1.0 Mil | ||
Baron Real Estate Income R6 | BRIUX | Real Estate | 14.81% | 3 | 0.800% | Below Average | Retirement, Large | $5.0 Mil | ||
Baron Real Estate Institutional | BREIX | Real Estate | 15.07% | 1 | 1.060% | Above Average | Institutional | $1.0 Mil | ||
Baron Real Estate Retail | BREFX | Real Estate | 14.86% | 2 | 1.310% | Above Average | No Load | $2,000 |
Baron Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank