5 / 5 Stars
5 5 3 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#6 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 34.48 percent over the past year, 19.04 percent over the past three years, 23.62 percent over the past five years, and 11.65 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.0%|
|3 Years (Annualized)||19.0%|
|5 Years (Annualized)||23.6%|
|10 Years (Annualized)||11.6%|
The investment seeks capital appreciation. The fund will invest for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any size. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks (leverage) in an amount up to one-third of its 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 1.38 percent.
Risk is High compared to funds in the same category according to Morningstar.