Back to top
Baron Focused Growth Fund Inst Shs: (MF: BFGIX)
(NASDAQ Mutual Funds) As of Aug 25, 2025 08:00 PM ET
$53.73 USD
-0.28 (-0.52%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.94 | 60 |
| 3 months | 14.26 | 42 |
| 6 months | 1.90 | 60 |
| 1 Year | 30.06 | 4 |
| 3 Year | 14.76 | 44 |
| 5 Year | 20.05 | 1 |
| 10 Year | 18.26 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 32.86 |
| 5 Year | 22.90 |
| 10 Year | 17.97 |
| Since Inception | 17.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.94 | 12.78 | NA | NA |
| 2024 | 1.68 | -0.20 | 11.77 | 14.49 |
| 2023 | 14.49 | 7.38 | -5.29 | 9.73 |
| 2022 | -8.02 | -19.91 | 2.16 | -4.51 |
| 2021 | 0.11 | 2.42 | 4.85 | 10.82 |
| 2020 | -16.73 | 40.67 | 43.67 | 32.33 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.94 | 29.85 | 27.77 | -28.14 | 19.14 | 122.70 | 30.33 | 4.07 | 26.56 | 0.97 | -2.13 |
| % Total Return Rel to Index | -2.64 | 4.82 | 1.53 | -9.94 | -9.53 | 104.29 | -1.15 | 8.46 | 4.76 | -10.96 | -3.52 |
| % Total Return Rel to Peer | -0.99 | 10.45 | 4.77 | -8.44 | -2.91 | 102.78 | 1.91 | 10.93 | 5.88 | -6.84 | -0.53 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 1.00 | 3.00 | 1.00 | 2.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.39 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 3.51 | 6.91 | 1.23 | 0.36 | 0.17 | 0.32 | 0.74 | 0.73 |
| Expense Ratio | 0.00 | 1.05 | 1.06 | 1.06 | 1.05 | 1.07 | 1.10 | 1.09 | 1.10 | 1.10 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%