Baron Growth Fund

Shareclass

Baron Growth Instl (BGRIX)

Type

Open-end mutual fund

Manager

Baron Capital Group, Inc.

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

36.9

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,612 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Ansys Inc
3.98% of assets
$283.36M invested
2. Choice Hotels International Inc
5.98% of assets
$425.94M invested
3. FactSet Research Systems Inc
7.08% of assets
$504.29M invested
4. Arch Capital Group Ltd
11% of assets
$814.07M invested
5. Primerica Inc
4.91% of assets
$350.13M invested
6. Gartner Inc
9.24% of assets
$658.88M invested
7. Morningstar Inc
4.37% of assets
$311.5M invested
8. Iridium Communications Inc
2.79% of assets
$198.79M invested
9. Trex Co Inc
0.58% of assets
$41.42M invested
10. Alexandria Real Estate Equities Inc
0.51% of assets
$36.58M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Red Rock Resorts Inc Class A
1.49% of assets
$106.29M invested
2. Kinsale Capital Group Inc
6% of assets
$427.92M invested
3. Cohen & Steers Inc
2.16% of assets
$153.75M invested
4. Houlihan Lokey Inc Class A
1.1% of assets
$78.15M invested
5. Clearwater Analytics Holdings Inc Class A
0.12% of assets
$8.39M invested
6. Neogen Corp
0.23% of assets
$16.3M invested
7. The Carlyle Group Inc
1.12% of assets
$79.52M invested
8. Moelis & Co Class A
0.36% of assets
$25.86M invested
9. Bright Horizons Family Solutions Inc
0.86% of assets
$60.97M invested
10. Gaming and Leisure Properties Inc
3.51% of assets
$250.43M invested

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Financial performance

Performance data provided by

Find more financial data on BGRIX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

BGRIX

Baron Growth Fund

Family

Baron Capital Group, Inc.

Category

Mid-Cap Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.17% less in annualized returns

Lower overall gender equality score

7 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

BGRIX

Baron Growth Fund

Family

Baron Capital Group, Inc.

Category

Mid-Cap Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.17% less in annualized returns

Lower overall gender equality score

7 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

BGRIX

Baron Growth Fund

Family

Baron Capital Group, Inc.

Category

Mid-Cap Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.17% less in annualized returns

Lower overall gender equality score

7 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
BGRIX - Baron Growth Fund

-4.7%

1.16%

13%

9.3%

48 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-12.91%

-7.87%

-5.51%

-3.17%

7 / 100 points lower

Find more financial data on BGRIX at Morningstar.com

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