Not Scored 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.
| Scorecard | |
|---|---|
| Morningstar | 3 / 5 Stars |
| Lipper | 2 2 4 2 1 |
| Zacks Investment Research | --- |
| Standard & Poor's | 2 / 5 Stars |
| TheStreet.com | C- (Hold) |
Fund Overview
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.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 9.3% |
| 1 Year | 0.6% |
| 3 Years (Annualized) | 24.7% |
| 5 Years (Annualized) | 4.6% |
| 10 Years (Annualized) | 12.1% |
Performance
The fund has returned 0.57 percent over the past year, 24.72 percent over the past three years, 4.58 percent over the past five years, and 12.06 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.15 | 6.15 |
| Stocks | 92.41 | 92.41 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.44 | 1.44 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Hyatt Hotels Corporation | H | 13.71 | 6.55 |
| Genesee & Wyoming, Inc. A | GWR | -7.54 | 5.93 |
| Verisk Analytics, Inc. | VRSK | 16.67 | 5.59 |
| Airgas Inc | ARG | 15.3 | 5.1 |
| Fastenal Company | FAST | 25.71 | 4.75 |
Fees
Baron Focused Growth Fund has an expense ratio of 1.35 percent.
