4 / 5 Stars
4 4 4 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#30 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 31.25 percent over the past year, 15.16 percent over the past three years, 25.59 percent over the past five years, and 10.05 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.9%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||10.1%|
The investment seeks capital appreciation through long-term investments primarily in securities of medium-sized companies with undervalued assets or favorable growth prospects. The fund invests for the long term primarily in equity securities in the form of common stock of medium-sized growth companies with market capitalizations of between $1.5 billion and $12 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation.
Fees are Low compared to funds in the same category.
Baron Asset Fund has an expense ratio of 1.32 percent.
Risk is Average compared to funds in the same category according to Morningstar.