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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.

Click on any fund in the list to see complete information, including risk and performance analysis.


Year-to-Date Return

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10-Year Annualized Return

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Sharpe Ratio

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Omega ratio

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Sortino ratio

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Calmar ratio

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Ulcer Index

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10Y Volatility

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Maximum Drawdown

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Dividend Yield

0.0%10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
BARAXBaron Asset FundMid Cap Growth EquitiesJun 12, 19871.29%4.1%10.7%0.0%-57.4%0.4
BDAIXBaron Durable Advantage FundLarge Cap Growth EquitiesDec 29, 20171.48%22.2%12.7%0.0%-33.6%0.7
BDFIXBaron Discovery FundSmall Cap Growth EquitiesSep 30, 20131.05%7.3%11.7%0.0%-46.4%0.2
BEXIXBaron Emerging Markets FundEmerging Markets DiversifiedDec 30, 20101.12%2.9%2.6%0.0%-45.6%0.0
BFGFXBaron Focused Growth FundMid Cap Growth EquitiesJun 30, 20081.32%12.0%15.0%11.0%-56.9%0.2
BFIIXBaron FinTech FundTechnology EquitiesDec 30, 20190.95%4.4%5.1%1.3%-43.8%0.1
BFTHXBaron Fifth Avenue Growth FundLarge Cap Growth EquitiesApr 30, 20041.00%29.2%10.9%0.0%-58.8%0.4
BGAIXBaron Global Advantage FundGlobal EquitiesApr 29, 20120.90%13.1%10.1%1.8%-61.1%0.1
BGRFXBaron Growth FundMid Cap Growth EquitiesDec 30, 19941.29%6.0%10.9%5.7%-56.1%0.5
BIGFXBaron International Growth FundForeign Large Cap EquitiesDec 30, 20081.20%2.9%6.0%1.2%-41.1%0.0
BIOPXBaron Opportunity FundLarge Cap Growth EquitiesFeb 29, 20001.31%29.4%14.4%0.0%-67.8%0.6
BPTRXBaron Partners FundLarge Cap Growth EquitiesApr 30, 20031.36%20.2%18.9%2.7%-65.3%0.1
BREIXBaron Real Estate FundREITDec 31, 20091.05%6.5%9.3%2.7%-38.5%-0.0
BRIIXBaron Real Estate Income FundREITDec 29, 20171.08%3.0%7.0%2.6%-37.1%-0.5
BSCFXBaron Small Cap FundSmall Cap Growth EquitiesSep 30, 19971.29%3.9%8.7%5.7%-55.6%0.0
BWBIXBaron WealthBuilder FundDiversified PortfolioDec 28, 20170.05%8.3%11.2%3.0%-39.1%0.2

1–16 of 16

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

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