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.
Issuer is Baron Capital Group, Inc.
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baron Asset Fund | Mid Cap Growth Equities | Jun 12, 1987 | 1.29% | -7.84% | 10.32% | 12.49% | 6 | ||||||||
| Baron Durable Advantage Fund | Large Cap Growth Equities | Dec 29, 2017 | 1.48% | -8.45% | — | 0.00% | 21 | ||||||||
| Baron Discovery Fund | Small Cap Growth Equities | Sep 30, 2013 | 1.05% | -10.65% | 13.28% | 0.00% | 9 | ||||||||
| Baron Emerging Markets Fund | Emerging Markets Diversified | Dec 30, 2010 | 1.12% | 0.47% | 6.94% | 2.03% | 71 | ||||||||
| Baron Focused Growth Fund | Mid Cap Growth Equities | Jun 30, 2008 | 1.32% | -5.00% | 20.15% | 0.00% | 65 | ||||||||
| Baron Fifth Avenue Growth Fund | Large Cap Growth Equities | Apr 30, 2004 | 1.00% | -10.42% | 13.87% | 4.59% | 35 | ||||||||
| Baron Global Advantage Fund | Global Equities | Apr 29, 2012 | 0.90% | -4.80% | 13.93% | 0.20% | 80 | ||||||||
| Baron Growth Fund | Mid Cap Growth Equities | Dec 30, 1994 | 1.29% | -12.11% | 7.30% | 23.79% | 0 | ||||||||
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | May 29, 2009 | 1.05% | -12.06% | 7.58% | 22.42% | 0 | ||||||||
| Baron Health Care Fund | Health & Biotech Equities | Apr 29, 2018 | 0.85% | -6.97% | — | 0.00% | 9 | ||||||||
| Baron International Growth Fund | Foreign Large Cap Equities | Dec 30, 2008 | 1.20% | -1.11% | 7.59% | 0.86% | 48 | ||||||||
| Baron Opportunity Fund | Large Cap Growth Equities | Feb 29, 2000 | 1.31% | -8.24% | 19.68% | 4.62% | 45 | ||||||||
| Baron Partners Fund | Large Cap Growth Equities | Apr 30, 2003 | 1.36% | -5.00% | 23.71% | 3.54% | 79 | ||||||||
| Baron Real Estate Fund | REIT | Dec 31, 2009 | 1.05% | -4.88% | 10.70% | 3.99% | 10 | ||||||||
| Baron Real Estate Income Fund | REIT | Dec 29, 2017 | 1.08% | 1.94% | — | 1.59% | 11 | ||||||||
| Baron Small Cap Fund | Small Cap Growth Equities | Sep 30, 1997 | 1.29% | -7.65% | 10.06% | 10.29% | 4 | ||||||||
| Baron WealthBuilder Fund | Diversified Portfolio | Dec 28, 2017 | 0.05% | -7.42% | — | 8.22% | 21 |
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.
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5 Years