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Baron Growth Fund Retail Shares (BGRFX)

US Funds

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76.54 -1.47 -1.88%

07/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.87B

Type: Fund

Market: United States

Issuer: Baron Capital Group

Asset Class: Equity

General
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BGRFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Baron Growth Retail (BGRFX) fund. Our Baron Growth Retail portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Stocks	100.01	100.01	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.23	27.50
Price to Book	3.69	4.94
Price to Sales	4.28	3.00
Price to Cash Flow	18.37	17.69
Dividend Yield	1.25	0.61
5 Years Earnings Growth	7.37	13.82

Sector Allocation

Equities

Name	Net %	Category Average
Financial Services	49.89	10.89
Technology	15.80	28.06
Consumer Cyclical	14.66	13.20
Real Estate	9.94	2.72
Healthcare	5.51	15.58
Communication Services	2.79	4.08
Consumer Defensive	0.83	2.85
Industrials	0.58	18.00

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Arch Capital	BMG0450A1053	11.42	86.42	+1.68%
MSCI	US55354G1004	11.37	506.97	+0.08%
Gartner	US3666511072	9.25	377.50	-1.33%
FactSet Research	US3030751057	7.08	398.85	-1.66%
Kinsale Capital	US49714P1084	6.00	437.46	-0.68%
Choice Hotels	US1699051066	5.98	117.49	-1.26%
Vail Resorts	US91879Q1094	5.26	131.42	-4.33%
Primerica	US74164M1080	4.91	244.39	-0.43%
CoStar	US22160N1090	4.87	73.23	-3.33%
Morningstar	US6177001095	4.37	255.31	-0.99%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	4.12B	-0.99	2.62	9.84
Baron Partners Institutional	3.35B	-11.57	5.36	19.61
Baron Emerging Markets Institutiona	3.4B	1.67	-0.74	3.03
Baron Partners Retail	2.65B	-11.61	5.09	19.30
Baron Small Cap Instl	2.34B	-1.15	5.75	9.91

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