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
- 15.89%
- Avg. 5 Year Return
- 4.50%
- Median Risk/Return Score
- 16 / 100
Baron Capital Group, Inc. Mutual Funds List
13 results
| 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% | -3.27% | 10.58% | 11.90% | 3 | ||||||||
| Baron Durable Advantage Fund | Large Cap Growth Equities | Dec 29, 2017 | 1.48% | 6.86% | — | 0.00% | 22 | ||||||||
| Baron Discovery Fund | Small Cap Growth Equities | Sep 30, 2013 | 1.05% | 2.88% | 14.00% | 0.00% | 7 | ||||||||
| Baron Focused Growth Fund | Mid Cap Growth Equities | Jun 30, 2008 | 1.32% | 3.80% | 21.13% | 0.00% | 30 | ||||||||
| Baron Fifth Avenue Growth Fund | Large Cap Growth Equities | Apr 30, 2004 | 1.00% | 11.53% | 16.18% | 3.69% | 21 | ||||||||
| Baron Global Advantage Fund | Global Equities | Apr 29, 2012 | 0.90% | 12.33% | 15.57% | 0.17% | 51 | ||||||||
| Baron Growth Fund | Mid Cap Growth Equities | Dec 30, 1994 | 1.29% | -8.74% | 7.46% | 22.91% | 1 | ||||||||
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | May 29, 2009 | 1.05% | -8.64% | 7.74% | 21.58% | 1 | ||||||||
| Baron Health Care Fund | Health & Biotech Equities | Apr 29, 2018 | 0.85% | -5.51% | — | 0.00% | 11 | ||||||||
| Baron International Growth Fund | Foreign Large Cap Equities | Dec 30, 2008 | 1.20% | 12.07% | 8.48% | 0.76% | 18 | ||||||||
| Baron Opportunity Fund | Large Cap Growth Equities | Feb 29, 2000 | 1.31% | 11.30% | 21.51% | 3.81% | 32 | ||||||||
| Baron Partners Fund | Large Cap Growth Equities | Apr 30, 2003 | 1.36% | -0.19% | 24.08% | 3.37% | 35 | ||||||||
| Baron Small Cap Fund | Small Cap Growth Equities | Sep 30, 1997 | 1.29% | -0.91% | 10.32% | 9.59% | 3 |
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.
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5 Years
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.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Baron Emerging Markets Fund | 57 | — | Dec 2010 | |
| Baron Global Advantage Fund | 51 | — | Apr 2012 | |
| Baron Partners Fund | 35 | — | Apr 2003 | |
| Baron Opportunity Fund | 32 | — | Feb 2000 | |
| 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 15.89% and an average 5-year return of 4.50%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Baron Durable Advantage Fund | 15.49% | — | Dec 2017 | |
| Baron Partners Fund | 13.31% | — | Apr 2003 | |
| Baron Focused Growth Fund | 12.73% | — | Jun 2008 | |
| Baron Opportunity Fund | 11.47% | — | Feb 2000 | |
| 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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | |
| Baron Health Care Fund | 0.85% | — | Apr 2018 | |
| Baron Global Advantage Fund | 0.90% | — | Apr 2012 | |
| Baron Fifth Avenue Growth Fund | 1.00% | — | Apr 2004 | |
| Baron Growth Fund Institutional Shares | 1.05% | — | 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.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Baron Growth Fund | 22.91% | — | Dec 1994 | |
| Baron Growth Fund Institutional Shares | 21.58% | — | May 2009 | |
| Baron Asset Fund | 11.90% | — | Jun 1987 | |
| Baron Small Cap Fund | 9.59% | — | Sep 1997 | |
| Baron WealthBuilder Fund | 7.47% | — | Dec 2017 |
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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. SPYBGRIX 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. QQQBDFIX vs. IJRBDFIX vs. FCNTXBDFIX vs. AVUVBDFIX vs. DFASBDFIX vs. SPSMBIGFX vs. DODFXBIGFX vs. AIONXBIGFX vs. BDAFXBIGFX vs. IDMOBIGFX vs. FAOSX