Baron Growth Fund (BGRIX)

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Fund Description

Baron Growth Fund invests primarily in small growth companies.

   

  

Fund Resources

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Ron Baron on investing in small companies.

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Latest Fact Sheets

Standard Fact Sheet

Expanded Fact Sheet - Retail Shares

Expanded Fact Sheet - Institutional Shares


 

Attribution Analysis
Attribution as of 9/30/14

Fees & Expenses

Institutional Shares of the Baron Funds may be purchased directly from Baron with no transaction fee by submitting an application in the mail. Institutional Shares may also be purchased from a broker, dealer or other financial intermediary that may charge you a fee.

Expense Ratio

Baron Growth Fund 1.06%*

Minimum Investment

Account Type Minimum Initial Investment
Individual, Joint or UGMA/UTMA Accounts $1 million
Traditional, Roth or SIMPLE IRAs $1 million
Coverdell Education Savings Account $1 million
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*As of fiscal year ended 9/30/2013 the expense ratio of the Fund’s Institutional Shares was 1.05%