4 / 5 Stars
4 4 3 2 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#93 in Mid-Cap Growth
U.S. News evaluated 220 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 6.69 percent over the past year, 11.20 percent over the past three years, 6.35 percent over the past five years, and 13.35 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.4%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||6.4%|
|10 Years (Annualized)||13.4%|
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 fund seeks to purchase securities that the Adviser expects could increase in value 100% within four to five years.
Fees are Low compared to funds in the same category.
Baron Opportunity Fund has an expense ratio of 1.39 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.