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Baron Growth Fund: (MF: BGRFX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:52 PM ET

$59.41 USD

+0.49 (0.83%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD -2.65 98
3 months -0.71 95
6 months -10.44 99
1 Year -18.38 99
3 Year -2.84 98
5 Year -1.05 93
10 Year 9.24 81

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 129.90
Bear Market (10/07 - 2/09) -51.42
Bull Market (2/09 - 3/21) 622.32

Load Adjusted Returns as of Jan 31, 2026

1 Year -14.40
5 Year -0.94
10 Year 8.77
Since Inception 11.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.30 0.80 -8.74 -2.76
2024 5.45 -8.28 11.06 -2.47
2023 7.82 2.64 -3.72 7.62
2022 -13.38 -18.74 -1.66 11.84
2021 0.87 7.72 3.56 6.48

Annual Return

20262025202420232022202120202019201820172016
% Total Return -2.64-14.404.7614.67-22.5919.8432.7240.13-2.9227.036.04
% Total Return Rel to Index 0.00-32.62-20.26-11.56-4.39-8.8414.318.641.475.23-5.89
% Total Return Rel to Peer 0.00-21.71-7.16-1.40-3.070.5213.7214.707.8511.43-9.91
% Perf Quintile vs Peer* 0.000.000.004.004.003.002.001.001.001.005.00
% Dividends 0.000.390.000.000.000.000.000.000.000.000.00
% Yield NA0.490.000.340.000.000.000.000.000.000.00
Capital Gains ($) 0.0012.8610.801.715.118.984.853.045.137.907.64
Expense Ratio 0.001.341.341.301.291.291.301.291.291.301.30

* 1 = Top 20%, 5 = Bottom 20%