Top 17 Baron Capital Group Funds

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Baron Capital Group Funds

  • Net Assets
  • $31.1 B
  • Oldest Fund Launched In
  • 1987
  • # of Funds | Share Classes
  • 17 | 51
  • AVG Manager Tenure
  • 13.8 years
  • Expense range
  • 0.2% to 6.9% AVG: 1.3%
  • % of no load funds
  • 100%

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Overview

This is a list of Baron Capital Group Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Baron Capital Group Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Baron Capital Group Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Baron Capital Group Funds.

Dividend

This page includes relevant dividend information on Baron Capital Group Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Baron Capital Group Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Baron Capital Group Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Baron Capital Group Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
Baron Growth Fund Adv (BGRFX) U.S. Mid-Cap Growth Equity $7,221.65 17.18% 43.04% 1.29% 25.6
Baron Emerging Markets Fund Inst (BEXIX) Emerging Markets Equity $5,260.26 20.83% 24.15% 1.09% 9.59
Baron Asset Fund Adv (BARAX) U.S. Mid-Cap Growth Equity $5,125.60 20.29% 34.00% 1.30% 17.04
Baron Small Cap Fund Adv (BSCFX) U.S. Small-Cap Growth Equity $4,198.76 17.13% 33.88% 1.31% 22.85
Baron Partners Fund Adv (BPTRX) U.S. Mid-Cap Growth Equity $3,926.51 110.21% 0.72% 2.22% 17.27
Baron Global Advantage Fund Inst (BGAIX) FAANG Equity $1,486.15 64.51% 2.34% 1.00% 8.26
Baron Opportunity Fund Adv (BIOPX) U.S. Large-Cap Growth Equity $957.80 57.91% 4.03% 1.34% 14.42
Baron Discovery Fund Inst (BDFIX) U.S. Small-Cap Growth Equity $825.69 47.89% 1.64% 1.10% 6.84
Baron Real Estate Fund Inst (BREIX) Real Estate $691.09 21.89% 0.39% 1.08% 10.59
Baron Fifth Avenue Growth Fund Adv (BFTHX) North America Equity $474.14 44.80% 5.94% 1.06% 8.75
Baron Focused Growth Fund Adv (BFGFX) U.S. Mid-Cap Growth Equity $376.66 89.93% 1.27% 1.39% 12.09
Baron International Growth Fund Adv (BIGFX) International and Foreign Large-Cap Growth Equity $354.64 22.08% 31.56% 1.31% 11.59
Baron WealthBuilder Fund Inst (BWBIX) U.S. Mid-Cap Growth Equity $158.07 41.73% 6.87% 0.17% 2.59
Baron Health Care Fund Inst (BHCHX) Healthcare & Biotech Equity $27.71 36.35% 1.59% 2.39% 2.25
Baron Durable Advantage Fund Inst (BDAIX) U.S. Large-Cap Growth Equity $13.35 28.65% 44.93% 4.91% 2.59
Baron FinTech Fund Inst (BFIIX) Technology Equity $11.48 N/A N/A N/A 0.58
Baron Real Estate Income Fund Inst (BRIIX) Real Estate $5.50 16.93% 2.70% 5.63% 2.59
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Baron Capital Group is a company that sells mutual funds with $31,115M in assets under management. The average expense ratio from all mutual funds is 1.25%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1987. The average manager tenure for all managers at Baron Capital Group is 13.8 years. The company offers investors 17 mutual funds, in terms of the number of individual fund symbols.


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