Baron Growth Fund
BGRFX
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- Baron Growth Fund (BGRFX) is an actively managed open-end mutual fund that primarily invests for the long term in equity securities consisting of common stock issued by small-sized U.S. growth companies, defined by BAMCO, Inc., the investment adviser, as those with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution or up to $2.5 billion, whichever is larger. The Fund offers retail shares with a CUSIP of 068278209 and maintains a diversified portfolio across sectors such as financials, consumer discretionary, information technology, health care, and real estate; as of November 30, 2025, top holdings include Arch Capital Group Ltd. (16.7%), MSCI Inc. (15.7%), and Kinsale Capital Group, Inc. (8.3%), representing high-quality businesses with stable growth prospects, durable competitive advantages, and exceptional management teams. It provides investors with exposure to small-cap growth opportunities through a low-turnover strategy emphasizing long-term holdings, with portfolio characteristics including a median market cap of $9.39 billion, weighted average market cap of $21.94 billion, active share of 99.3%, and an expense ratio of 1.34% as of January 28, 2025. Baron Growth Fund operates within the asset management industry, targeting individual and institutional investors seeking growth-oriented equity investments in the U.S. small-cap segment; it is part of the Baron Funds family managed by BAMCO, Inc., a subsidiary of Baron Capital Group, Inc., headquartered in New York. Founded on December 31, 1994, the Fund has grown to net assets of approximately $4.95 billion as of September 30, 2025, with distribution channels available through platforms such as Fidelity Investments and Charles Schwab. In recent developments, Baron Capital Group, the parent entity, announced leadership changes in March 2024 and launched a suite of active ETFs in December 2025, expanding its investment offerings to provide direct access to proprietary strategies similar to those employed in BGRFX while building on its four-decade legacy in growth investing. The Fund continues to demonstrate disciplined portfolio management under lead portfolio manager Neal Rosenberg, maintaining a three-year average turnover of 1.01% and outperforming benchmarks over extended periods, such as a since-inception annualized return of 11.67% through September 30, 2025, compared to 8.10% for the Russell 2000 Growth Index.