Baron Capital Mutual Funds List
Here you can find all mutual funds issued by Baron Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.14%
- Avg. 1 Year Return
- 11.35%
- Avg. 5 Year Return
- 8.90%
- Median Risk/Return Score
- 19 / 100
Baron Capital Mutual Funds List
2 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 Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | May 29, 2009 | 1.05% | 0.13% | 20.57% | 0.00% | 19 | ||||||||
| Baron Focused Growth Fund R6 Shares | Mid Cap Growth Equities | Aug 31, 2016 | 1.05% | 0.13% | — | 0.00% | 19 |
Explore top Baron Capital Mutual Fund Categories and Asset Classes
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 Mutual funds by Risk/Return Score
The top Baron Capital Mutual funds by PortfoliosLab Risk/Return Score are BFGIX (19) and BFGUX (19).
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 Focused Growth Fund Institutional Shares | 19 | — | May 2009 | |
| Baron Focused Growth Fund R6 Shares | 19 | — | Aug 2016 | |
| Baron Real Estate Fund Retail Shares | 10 | — | Dec 2009 |
Best-Performing Baron Capital Mutual funds Over 5 Years
The top Baron Capital Mutual funds is BFGIX (11.61%).
Across the lineup, Baron Capital Mutual funds show an average 1-year return of 11.35% and an average 5-year return of 8.90%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Baron Focused Growth Fund Institutional Shares | 11.61% | — | May 2009 | |
| Baron Focused Growth Fund R6 Shares | 11.61% | — | Aug 2016 | |
| Baron Real Estate Fund Retail Shares | 3.47% | — | Dec 2009 |
Lowest-Cost Baron Capital Mutual funds
The top Baron Capital Mutual funds is BFGIX (1.05%).
With an average expense ratio of 1.14%, Baron Capital 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 Focused Growth Fund Institutional Shares | 1.05% | — | May 2009 | |
| Baron Focused Growth Fund R6 Shares | 1.05% | — | Aug 2016 | |
| Baron Real Estate Fund Retail Shares | 1.31% | — | Dec 2009 |
Highest-Yield Baron Capital Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Baron Real Estate Fund Retail Shares | 3.49% | — | Dec 2009 | |
| Baron Focused Growth Fund Institutional Shares | 0.00% | — | May 2009 | |
| Baron Focused Growth Fund R6 Shares | 0.00% | — | Aug 2016 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.