Baron Focused Growth Fund Quote
| BFGUX Fund | USD 50.84 0.02 0.04% |
Performance15 of 100
| Odds Of DistressLess than 16
|
Baron Focused is trading at 50.84 as of the 27th of December 2024; that is 0.04 percent up since the beginning of the trading day. The fund's open price was 50.82. Baron Focused has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 27th of November 2024 and ending today, the 27th of December 2024. Click here to learn more.
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small- and mid-sized growth companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution. More on Baron Focused Growth
Moving together with Baron Mutual Fund
Moving against Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Baron Capital Group (View all Sectors) |
| Update Date | 31st of December 2024 |
Baron Focused Growth [BFGUX] is traded in USA and was established 27th of December 2024. Baron Focused is listed under Baron Capital Group category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Baron Capital Group family. This fund currently has accumulated 226.81 M in assets under management (AUM) with no minimum investment requirementsBaron Focused Growth is currently producing year-to-date (YTD) return of 31.03%, while the total return for the last 3 years was 9.47%.
Check Baron Focused Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Focused Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Focused Growth Mutual Fund Constituents
| CG | Carlyle Group | Stock | Financials | |
| H | Hyatt Hotels | Stock | Consumer Discretionary | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| SPOT | Spotify Technology SA | Stock | Communication Services | |
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| MTN | Vail Resorts | Stock | Consumer Discretionary | |
| MSCI | MSCI Inc | Stock | Financials | |
| IRDM | Iridium Communications | Stock | Communication Services |
Baron Focused Growth Risk Profiles
| Mean Deviation | 0.7974 | |||
| Semi Deviation | 0.6469 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.66 |
Baron Focused Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Focused financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Focused security.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |