Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Baron Focused Growth Retail BFGFX
- NAV / 1-Day Return 37.75 / +0.43 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.320%
- Distribution Fee Level High
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 6%
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:18 PM GMT+0
Morningstar’s Analysis BFGFX
Will BFGFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
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