5 / 5 Stars
5 5 3 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#22 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 38.93 percent over the past year, 18.10 percent over the past three years, 29.21 percent over the past five years, and 11.90 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||6.6%|
|3 Years (Annualized)||18.1%|
|5 Years (Annualized)||29.2%|
|10 Years (Annualized)||11.9%|
The investment seeks capital appreciation. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any size. It purchases securities in business that the advisor believes could increase in value 100% within four subsequent years. The advisor selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition. The fund may borrow money from banks (leverage) in an amount up to one-third of total assets, which include assets purchased with borrowed money. It is non-diversified.
Fees are Low compared to funds in the same category.
Baron Partners Fund has an expense ratio of 1.40 percent.
Risk is High compared to funds in the same category according to Morningstar.