PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Baron Capital Group, Inc. Mutual Funds List

Here you can find all mutual funds issued by Baron Capital Group, Inc. and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
17
Avg. Expense Ratio
1.10%
Avg. 1 Year Return
16.01%
Avg. 5 Year Return
4.48%
Median Risk/Return Score
16 / 100
Baron Capital Group, Inc. Mutual Funds List

17 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
BARAX
Baron Asset FundMid Cap Growth EquitiesJun 12, 19871.29%
-3.27%
10.58%
11.90%
3
BDAIX
Baron Durable Advantage FundLarge Cap Growth EquitiesDec 29, 20171.48%
6.86%
—0.00%
22
BDFIX
Baron Discovery FundSmall Cap Growth EquitiesSep 30, 20131.05%
2.88%
14.00%
0.00%
7
BEXIX
Baron Emerging Markets FundEmerging Markets DiversifiedDec 30, 20101.12%
21.48%
8.80%
1.68%
57
BFGFX
Baron Focused Growth FundMid Cap Growth EquitiesJun 30, 20081.32%
3.80%
21.13%
0.00%
30
BFTHX
Baron Fifth Avenue Growth FundLarge Cap Growth EquitiesApr 30, 20041.00%
11.53%
16.18%
3.69%
21
BGAIX
Baron Global Advantage FundGlobal EquitiesApr 29, 20120.90%
12.33%
15.57%
0.17%
51
BGRFX
Baron Growth FundMid Cap Growth EquitiesDec 30, 19941.29%
-8.74%
7.46%
22.91%
1
BGRIX
Baron Growth Fund Institutional SharesMid Cap Growth EquitiesMay 29, 20091.05%
-8.64%
7.74%
21.58%
1
BHCHX
Baron Health Care FundHealth & Biotech EquitiesApr 29, 20180.85%
-5.51%
—0.00%
11
BIGFX
Baron International Growth FundForeign Large Cap EquitiesDec 30, 20081.20%
12.07%
8.48%
0.76%
18
BIOPX
Baron Opportunity FundLarge Cap Growth EquitiesFeb 29, 20001.31%
11.30%
21.51%
3.81%
32
BPTRX
Baron Partners FundLarge Cap Growth EquitiesApr 30, 20031.36%
1.03%
24.23%
3.33%
34
BREIX
Baron Real Estate FundREITDec 31, 20091.05%
0.76%
11.12%
3.77%
10
BRIIX
Baron Real Estate Income FundREITDec 29, 20171.08%
7.51%
—1.51%
16
BSCFX
Baron Small Cap FundSmall Cap Growth EquitiesSep 30, 19971.29%
-0.91%
10.32%
9.59%
3
BWBIX
Baron WealthBuilder FundDiversified PortfolioDec 28, 20170.05%
1.80%
—7.47%
12

Rows per page

1–17 of 17

Explore top Baron Capital Group, Inc. Mutual Fund Categories and Asset Classes

Baron Capital Group, Inc. Equity Mutual fundsBaron Capital Group, Inc. Multi-Asset Mutual fundsBaron Capital Group, Inc. Real Estate Mutual fundsBaron Capital Group, Inc. Large Cap Growth Equities Mutual fundsBaron Capital Group, Inc. Mid Cap Growth Equities Mutual fundsBaron Capital Group, Inc. REIT Mutual fundsBaron Capital Group, Inc. Small Cap Growth Equities Mutual fundsBaron Capital Group, Inc. Diversified Portfolio Mutual funds

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
0%Annualized Volatility0%Annualized Return

Loading charts...

Best Baron Capital Group, Inc. Mutual funds by Risk/Return Score

The top Baron Capital Group, Inc. Mutual funds by PortfoliosLab Risk/Return Score are BEXIX (57) and BGAIX (51). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return RankAUMInception
BEXIX
Baron Emerging Markets Fund
57
—Dec 2010
BGAIX
Baron Global Advantage Fund
51
—Apr 2012
BPTRX
Baron Partners Fund
34
—Apr 2003
BIOPX
Baron Opportunity Fund
32
—Feb 2000
BFGFX
Baron Focused Growth Fund
30
—Jun 2008

Best-Performing Baron Capital Group, Inc. Mutual funds Over 5 Years

The top Baron Capital Group, Inc. Mutual funds is BDAIX (15.49%). Across the lineup, Baron Capital Group, Inc. Mutual funds show an average 1-year return of 16.01% and an average 5-year return of 4.48%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5YAUMInception
BDAIX
Baron Durable Advantage Fund
15.49%
—Dec 2017
BPTRX
Baron Partners Fund
13.00%
—Apr 2003
BFGFX
Baron Focused Growth Fund
12.73%
—Jun 2008
BIOPX
Baron Opportunity Fund
11.47%
—Feb 2000
BFTHX
Baron Fifth Avenue Growth Fund
8.67%
—Apr 2004

Lowest-Cost Baron Capital Group, Inc. Mutual funds

The top Baron Capital Group, Inc. Mutual funds is BWBIX (0.05%). With an average expense ratio of 1.10%, Baron Capital Group, Inc. Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
SymbolNameExpense RatioAUMInception
BWBIX
Baron WealthBuilder Fund0.05%—Dec 2017
BHCHX
Baron Health Care Fund0.85%—Apr 2018
BGAIX
Baron Global Advantage Fund0.90%—Apr 2012
BFTHX
Baron Fifth Avenue Growth Fund1.00%—Apr 2004
BGRIX
Baron Growth Fund Institutional Shares1.05%—May 2009

Highest-Yield Baron Capital Group, Inc. Mutual funds

The top Baron Capital Group, Inc. Mutual funds is BGRFX (22.91%). Across the lineup, Baron Capital Group, Inc. Mutual funds show an average dividend yield of 5.42%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
SymbolNameDividend YieldAUMInception
BGRFX
Baron Growth Fund22.91%—Dec 1994
BGRIX
Baron Growth Fund Institutional Shares21.58%—May 2009
BARAX
Baron Asset Fund11.90%—Jun 1987
BSCFX
Baron Small Cap Fund9.59%—Sep 1997
BWBIX
Baron WealthBuilder Fund7.47%—Dec 2017

Top Mutual funds Issuers

Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.
BPTRX vs. ARKVXBPTRX vs. VOOBPTRX vs. BPTIXBPTRX vs. QQQBPTRX vs. SSOBFGFX vs. VOOBFGFX vs. VGTBFGFX vs. FSMDBFGFX vs. ARKWBFGFX vs. MRFOXBIOPX vs. VHCAXBIOPX vs. MRFOXBIOPX vs. BGAIXBIOPX vs. BIAGXBIOPX vs. QQQBGRFX vs. SPYBGRFX vs. OAKMXBGRFX vs. FBCGBGRFX vs. VTSAXBGRFX vs. COSTBARAX vs. BTUBARAX vs. VOOBARAX vs. MXXIXBARAX vs. VOTBARAX vs. SPYBRIIX vs. VRAIBRIIX vs. FESIXBRIIX vs. VGSLXBRIIX vs. VNQBRIIX vs. PFFRBGRIX vs. FXAIXBGRIX vs. SPYBGRIX vs. VTIBGRIX vs. VWNDXBGRIX vs. ^GSPCBDAIX vs. RGGYXBDAIX vs. BRK-BBDAIX vs. BXBDAIX vs. VOOBDAIX vs. VTSAXBSCFX vs. AAPLBSCFX vs. FVLKXBSCFX vs. IJRBSCFX vs. AKREXBSCFX vs. QQQBREIX vs. CSRSXBREIX vs. PRSCXBREIX vs. XLREBREIX vs. SPYBREIX vs. PLD