3 / 5 Stars
2 1 2 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#98 in Mid-Cap Growth
U.S. News evaluated 221 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 20.31 percent over the past year, 10.42 percent over the past three years, 18.53 percent over the past five years, and 10.12 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||10.4%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||10.1%|
The investment seeks capital appreciation through investments primarily in growth companies that benefit from technology advances. The fund invests primarily in equity securities in the form of common stock of high growth businesses selected for their capital appreciation potential. It will invest at least 65% of its assets in equity securities of companies with market capitalizations between $1 billion and $15 billion at the time of purchase. The Adviser may invest in companies in any sector or industry that it believes will benefit from innovations and advances in technology.
Fees are Low compared to funds in the same category.
Baron Opportunity Fund has an expense ratio of 1.37 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.