| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
3
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#307 in Large Growth
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Baron Capital Group funds
Performance
The fund has returned 18.15 percent over the past year, 12.74 percent over the past three years, and 3.70 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.5% |
| 1 Year | 18.1% |
| 3 Years (Annualized) | 12.7% |
| 5 Years (Annualized) | 3.7% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation through investments primarily in securities of large-sized growth companies. The fund invests primarily in equity securities in the form of common stock of large-sized growth companies with market capitalizations of more than $5 billion at the time of purchase selected for their capital appreciation potential. It seeks to purchase securities that the Adviser expects could increase in value 100% within five years. The Adviser selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition.
Fees
Fees are High compared to funds in the same category.
Baron Fifth Avenue Growth Fund has an expense ratio of 1.30 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
