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Baron Focused Growth Fund Inst Shs: (MF: BFGIX)

(NASDAQ Mutual Funds) As of Aug 14, 2026 05:21 PM ET

$66.06 USD

-0.42 (-0.63%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD -1.79 94
3 months 1.45 75
6 months 1.81 86
1 Year 13.34 56
3 Year 16.24 44
5 Year 10.71 30
10 Year 20.32 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 26.72
5 Year 12.75
10 Year 21.78
Since Inception 17.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.99 13.26 NA NA
2025 -7.94 12.78 4.83 12.33
2024 1.68 -0.20 11.77 14.49
2023 14.49 7.38 -5.29 9.73
2022 -8.02 -19.91 2.16 -4.51
2021 0.11 2.42 4.85 10.82

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.7822.2629.8527.77-28.1419.14122.7030.334.0726.560.97
% Total Return Rel to Index -2.604.044.821.53-9.94-9.53104.29-1.158.464.76-10.96
% Total Return Rel to Peer -2.359.5410.454.77-8.44-2.91102.781.9110.935.88-6.84
% Perf Quintile vs Peer* 4.001.001.002.004.004.001.003.001.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.010.00
Capital Gains ($) 0.000.000.000.003.516.911.230.360.170.320.74
Expense Ratio 0.001.051.051.061.061.051.071.101.091.101.10

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