Baron Growth Instl

The investment seeks capital appreciation through long-term investments primarily in securities of small-sized growth companies.
The fund invests for the long term primarily in equity securities in the form of common stock of small-sized growth companies with market capitalizations of under $2.5 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation.

Key stats

Management firm  Baron Capital Group
Domicile  United States
Global Branding Name  Baron
Fund currency  USD
Launch Date  2009-05-29
ISIN  US0682787041
SEDOL  B544TK5
Manager 1 Name  Ronald Baron
Fund Strategy  Mid-Cap Growth
Benchmark  Russell 2000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-10-31
Return - 1 Month  4.09%
Return - 2 Months  1.02 %
Return - 3 Months  5.83%
Return - 6 Months  4.31 %
Return - 9 months  5.41 %
Return - 12 Months  5.15%
Annualized return 24 months  20.21 %
Annualized return 36 months  17.81 %
Annualized return 48 months  17.09 %
Annualized return 60 months  17.42 %
Annualized return since Inception  18.80%
Return YTD  1.55%

Ratings

Morning Star Rating Date   2014-10-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Minimum Investment  $1,000,000
Maximum Managment Charge  1.00 %

Contact

Contact Address  no
Contact country  United States
Fund Admin Group  Baron Capital Group
Custodian  State Street Bank & Trust Co
Phone  +1 8009922766

Price

Last Price Date  2014-11-25
Pre-tax nav  75.96
Price change  $0.05
Price change (percentage)  0.07 %

Funds Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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