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 34 positions across sectors including Consumer Discretionary, Information Technology, Financials. 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 Space Exploration Technologies (10.0%), Tesla Motors Inc (6.0%), MSCI Inc. 'A' (5.5%), Hyatt Hotels Corp (3.9%), Spotify (3.9%). 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.