Baron Growth Fund (BGRFX) Research

The Baron Growth Fund is designed for long-term capital appreciation, primarily by acquiring common stock in growth-oriented, small-sized U.S. companies. Its adviser, BAMCO, Inc., determines a company's "small-sized" status based on its market capitalization at the time of purchase. To qualify, a company's market cap cannot exceed the greater of two benchmarks: either the market capitalization of the largest component stock in the Russell 2000 Growth Index at its reconstitution, or a value of $2.5 billion.

Market snapshot

Symbol
BGRFX
Price
$54.13
Day change
-0.70%
Market cap
$2.3B
52-week range
52.84-87.64
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Asset Fund (BARIX)
  • Baron Small Cap Fund (BSCFX)
  • First Eagle Gold Fund (FEGIX)
  • The Hartford Equity Income Fund (HQIIX)
  • Parnassus Endeavor Fund (PARWX)
  • T. Rowe Price New Era Fund (PRNEX)
  • T. Rowe Price Balanced Fund (RPBAX)
  • Sequoia Fund (SEQUX)

Open Baron Growth Fund (BGRFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.