BFGIX Mutual Fund

BFGIX Mutual Fund (Baron Focused Growth Fund Institutional Class) is managed by Baron Funds with $107.3M in net assets. BFGIX expense ratio is 1.05%, holding 30 positions across sectors including Consumer Discretionary, Information Technology, Communication Services. Inception date: 2009-05-29.

BFGIX performance shows a YTD return of -1.44%. The 1-year return is 13.34% and the 5-year return is 10.72%.

BFGIX top holdings include Tesla Inc (8.1%), Idexx Labs (4.7%), Spotify (4.5%), Msci Inc. Class A (4.3%), On Holding Ltd (4.3%). Go to all BFGIX holdings, BFGIX sectors, or BFGIX dividends.

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