Baron Generational Growth Fund Institutional Shares (BGRIX.US) — ETF Analysis on Winston
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.
Key Facts
- Category: Mid-Cap Growth
- Asset Class: Mutual Fund
- Price: $63.45
- Expense Ratio: 134.00%
- Assets Under Management: $2.1B
- Dividend Yield: 0.90%
- Number of Holdings: 10
- Inception Date: 1994-12-30
- Currency: USD
Winston Score
Baron Generational Growth Fund Institutional Shares has a Winston Score of 56 out of 100.
Performance
- 1-Year Return: 2.12%
- 3-Year Return: 17.73%
- 5-Year Return: 33.15%
Top Holdings
Arch Capital Group Ltd (N/A%), MSCI Inc (N/A%), Kinsale Capital Group Inc (N/A%), Choice Hotels International Inc (N/A%), Figs Inc (N/A%)
Sector Breakdown
Consumer Cyclical (N/A%), Financial Services (N/A%), Real Estate (N/A%), Healthcare (N/A%), Technology (N/A%)