Baron Focused Growth Fund Quote

BFGFX Fund  USD 50.43  0.32  0.64%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Baron Focused is trading at 50.43 as of the 24th of July 2025; that is 0.64 percent increase since the beginning of the trading day. The fund's open price was 50.11. Baron Focused has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small- and mid-sized growth companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution. More on Baron Focused Growth

Moving together with Baron Mutual Fund

  0.89BREIX Baron Real EstatePairCorr
  0.89BREFX Baron Real EstatePairCorr
  0.88BRIIX Baron Real EstatePairCorr
  0.99BSCFX Baron Small CapPairCorr
  0.94BARAX Baron Asset FundPairCorr
  0.99BSFIX Baron Small CapPairCorr

Baron Mutual Fund Highlights

Fund ConcentrationBaron Capital Group, Inc. Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Baron Capital Group, Inc. (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Baron Focused Growth [BFGFX] is traded in USA and was established 24th of July 2025. Baron Focused is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 1.09 B in assets under management (AUM) with no minimum investment requirementsBaron Focused Growth is currently producing year-to-date (YTD) return of 5.15%, while the total return for the last 3 years was 18.35%.
Check Baron Focused Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Focused Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Baron Focused Growth Mutual Fund Constituents

CGCarlyle GroupStockFinancials
HHyatt HotelsStockConsumer Discretionary
TSLATesla IncStockConsumer Discretionary
SPOTSpotify Technology SAStockCommunication Services
PENNPenn National GamingStockConsumer Discretionary
MTNVail ResortsStockConsumer Discretionary
MSCIMSCI IncStockFinancials
IRDMIridium CommunicationsStockCommunication Services
More Details

Baron Focused Growth Risk Profiles

Baron Focused Against Markets

Other Information on Investing in Baron Mutual Fund

Baron Focused financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Focused security.
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