BGRUX Mutual Fund

BGRUX Mutual Fund (Baron Generational Growth Fund R6 Shares) is managed by Baron Funds. BGRUX expense ratio is 1.34%, holding 17 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2016-01-29.

BGRUX performance shows a YTD return of -12.92%. The 1-year return is -23.82% and the 5-year return is -5.30%. BGRUX dividend yield stands at 23.00%, paid annually.

BGRUX top holdings include Arch Capital Group Ltd. (22.0%), MSCI Inc|200 (18.4%), Kinsale Capital (11.3%), Choice Hotels (10.9%), Figs Inc Lockup Shs Pp (7.0%). Go to all BGRUX holdings, BGRUX sectors, or BGRUX dividends.

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