Morningstar

Baron Focused Growth Retail BFGFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baron Capital Investment Hub

Morningstar’s Analysis BFGFX

Will BFGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BFGFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BFGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BFGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy’s best days may be behind it.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Focused Growth’s highly aggressive style and succession concerns limit its appeal despite some good features.

by Adam Sabban
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