|767 5th Ave, 48th Floor , New York, NY 10153|
|Fund Manager||Ronald Baron|
|Manager Tenure||26 Years 8 Months|
The investment goal of Baron Growth Fund (the Fund) is capital appreciation through long-term investments primarily in securities of small-sized growth companies. The Fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies.BAMCO, Inc. ( BAMCO or the Adviser) defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest marketcap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.Because of its long-term approach, the Fund could have a significant percentage of its assets invested in securities that have appreciated beyond their market capitalizations at the time of the Funds investment.
|Asset Type||% Of Allocation|
|Total Net Assets||2.84 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|MSCI||MSCI INC A||9.98%|
|MTN||VAIL RESORTS INC||7.03%|
|IDXX||IDEXX LABORATORIES INC||5.19%|
|PENN||PENN NATIONAL GAMING INC||5.01%|
|CSGP||COSTAR GROUP INC||5.01%|
|FDS||FACTSET RESEARCH SYSTEMS INC||4.48%|
|TECH||BIO TECHNE CORPORATION||4.25%|
|ACGL||ARCH CAPITAL GROUP LTD||3.97%|
Join the Action Alerts PLUS Community today!
Amazon's Whole Foods Market is ending free deliveries for Amazon Prime members, as it will add a $9.95 service fee beginning in October.
Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.
See the latest news for the top stocks in the electric vehicle space including Tesla, Ford, General Motors, Li Auto and more.