BGRIX Mutual Fund

BGRIX Mutual Fund (Baron Generational Growth Fund Inst Shs) is managed by Baron Funds with $949.0M in net assets. BGRIX expense ratio is 1.34%, holding 19 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2009-05-29.

BGRIX performance shows a YTD return of 6.44%. The 1-year return is 6.94% and the 5-year return is -3.49%. BGRIX dividend yield stands at 0.89%, paid annually.

BGRIX top holdings include Msci Inc. Class A (16.3%), Arch Capital Group Ltd. (16.2%), Kinsale Capital Group Inc (12.3%), Choice Hotels International Inc (9.5%), Figs Inc Pp (7.5%). Go to all BGRIX holdings, BGRIX sectors, or BGRIX dividends.

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