BGRFX Mutual Fund

BGRFX Mutual Fund (Baron Generational Growth Fund Retail Class) is managed by Baron Funds. BGRFX expense ratio is 1.60%, holding 17 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 1994-12-30.

BGRFX performance shows a YTD return of -7.68%. The 1-year return is -15.06% and the 5-year return is -4.63%. BGRFX dividend yield stands at 22.65%, paid annually.

BGRFX top holdings include Arch Capital Group Ltd. (22.0%), Msci Inc. Class A (18.4%), Kinsale Capital Group Inc (11.3%), Choice Hotels International Inc (10.9%), Figs Inc Pp (7.0%). Go to all BGRFX holdings, BGRFX sectors, or BGRFX dividends.

BGRFX can be compared against other funds. Use BGRFX overlap to find shared positions, or BGRFX vs another fund for a side-by-side view. BGRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.