BGRIX

About BGRIX

Baron Growth Fund Institutional Shares is a mutual fund with a primary objective of achieving capital appreciation through long-term investments in U.S. small-sized growth companies. The fund is actively managed and seeks to identify businesses with the potential for substantial growth, aiming to hold these investments over extended periods to capture significant value creation. Its portfolio is relatively concentrated, typically holding around 30 stocks, with the top ten holdings representing nearly 75% of the fund’s assets. These companies span sectors such as financial services, technology, consumer cyclical, and real estate, reflecting a focus on industries poised to benefit from broad economic and demographic trends. Baron Growth Fund Institutional Shares is targeted toward institutional investors, requiring a minimum investment of $1 million. The fund is distinguished by its long-term, research-driven approach and a relatively high active share compared to broader benchmarks like the Russell 2000 Growth Index. It plays a specialized role in the market, providing exposure to promising small-cap growth companies for investors seeking portfolio diversification and potential for above-average returns within the domestic equity segment.