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Baron Growth Fund Inst Shs: (MF: BGRIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:37 PM ET

$60.91 USD

+0.69 (1.15%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -6.29 98
3 months -5.31 98
6 months -13.20 98
1 Year -18.78 99
3 Year -3.58 98
5 Year -2.36 95
10 Year 9.05 85

* 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 Feb 28, 2026

1 Year -14.18
5 Year -0.68
10 Year 9.05
Since Inception 11.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.24 0.86 -8.68 -2.68
2024 5.52 -8.23 11.14 -2.41
2023 7.87 2.71 -3.66 7.70
2022 -13.33 -18.69 -1.61 11.93
2021 0.93 7.80 3.63 6.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return -6.29-14.185.0314.96-22.3920.1533.0540.49-2.6627.356.31
% Total Return Rel to Index -4.07-32.40-19.99-11.27-4.19-8.5314.659.001.725.55-5.62
% Total Return Rel to Peer -7.27-21.48-6.89-1.11-2.870.8314.0615.068.1011.75-9.63
% Perf Quintile vs Peer* 5.005.000.004.004.003.002.001.001.001.005.00
% Dividends 0.000.640.000.000.000.000.000.000.000.000.00
% Yield 0.000.750.000.530.000.000.000.000.000.000.00
Capital Gains ($) 0.0012.8610.801.715.128.984.853.045.137.907.63
Expense Ratio 0.001.081.081.051.031.031.041.041.031.041.05

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