2 / 5 Stars
1 1 4 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#175 in Mid-Cap Growth
U.S. News evaluated 222 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 12.38 percent over the past year, 11.23 percent over the past three years, 20.13 percent over the past five years, and 11.75 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.8%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||11.7%|
The investment seeks capital appreciation. The fund invests for the long term primarily in equity securities in the form of common stock of small- and mid-sized U.S. growth companies. A small-sized growth company is defined as one having a market capitalization of less than $2.5 billion at the time of purchase. A mid-sized growth company is defined as one having a market capitalization of $2.5 billion to $10 billion at the time of purchase. Because of its long-term approach, the fund could have a significant percentage of assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified.
Fees are High compared to funds in the same category.
Baron Focused Growth Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.