BGRFX Rating, Research - Baron Growth Retail

Baron Growth Retail (bgrfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 62

Threats + Weaknesses = 33

When strengths & opportunities substantially exceed threats & weaknesses an investment in the bgrfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Baron Growth Retail (BGRFX) Description: BGRFX is a mutual fund, which is an investment that owns a basket of assets. The BGRFX mutual fund was provided by Baron and this investment vehicle derives the majority of its value from equity holdings (stocks). Barons mutual fund has a long management tenure and is in the large fund size classification. BGRFXs minimum initial investment amount is $2000 while the IRA minimum is $2000. BGRFXs expense ratio is roughly 1%. The latest BGRFXs front end load was 0% and the back end load was 0%. The Baron Growth Retail (BGRFX) mutual fund falls under the small growth category. BGRFX focuses its investments in USA and BGRFX is not affiliated with a particular industry or fund sector. The Baron Growth Retail (BGRFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BGRFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BGRFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) issued by companies with market capitalizations, at the time of acquisition, within the capitalization range of the companies comprising the Russell 2000® Growth Index. It can invest in securities of foreign companies listed on a U.S. exchange or in American Depository Receipts (ADRs). The funds non-diversified.

Management Analysis Update

Performance Analysis Update