Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 6/30/14) Annualized Returns
as of 6/30/14
Since Inception
Strategy Name Gross / Net QTR YTD 1 YR 3 YR 5 YR 10 YR Annualized Cumulative
Baron All Cap Growth Strategy
Inception Date : December 31, 2004
Portfolio Manager : Andrew Peck
Category : All-Cap
Net Assets : $331.55 million
No. of Equity Securities : 56 / 99.3%
Gross 0.91 0.50% 19.79% 13.04% 19.08% N/A 9.67% 140.29%
Net 0.72 0.14% 18.93% 12.21% 18.20% N/A 8.88% 124.31%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $996.27 million
No. of Equity Securities : 76 / 90.9%
Gross 6.87 9.15% 25.43% 10.09% N/A N/A 9.03% 34.38%
Net 6.60 8.60% 24.47% 9.75% N/A N/A 8.74% 33.16%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $65.04 million
No. of Equity Securities : 57 / 93.5%
Gross 14.12 21.74% 45.22% N/A N/A N/A 18.36% 50.29%
Net 14.04 21.51% 44.85% N/A N/A N/A 18.24% 49.91%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $198.98 million
No. of Equity Securities : 28 / 100.5%
Gross 3.01 2.90% 19.88% 13.07% 18.73% 12.50% 14.27% 968.10%
Net 2.76 2.42% 18.76% 12.05% 17.68% 11.41% 13.12% 792.48%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $554.81 million
No. of Equity Securities : 59 / 99.4%
Gross 0.52 -0.05% 21.93% 11.94% 20.20% 11.70% 7.92% 190.60%
Net 0.28 -0.54% 20.72% 10.83% 19.00% 10.36% 6.54% 142.73%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $70.48 million
No. of Equity Securities : 74 / 95.8%
Gross 4.15 6.17% 26.64% 9.23% 17.20% N/A 20.22% 163.01%
Net 3.91 5.70% 25.48% 8.28% 16.23% N/A 19.26% 152.12%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $143.33 million
No. of Equity Securities : 34 / 98.5%
Gross 4.11 4.64% 33.80% 17.78% 19.83% N/A 9.28% 137.46%
Net 3.92 4.27% 32.82% 16.99% 19.12% N/A 8.33% 118.14%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.79 billion
No. of Equity Securities : 62 / 99.5%
Gross 3.92 4.89% 27.53% 16.02% 20.68% 10.79% 8.64% 276.81%
Net 3.66 4.36% 26.27% 14.87% 19.48% 9.67% 7.57% 221.24%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $1.58 billion
No. of Equity Securities : 52 / 96.4%
Gross 4.61 10.04% 28.65% 24.52% N/A N/A 25.64% 174.06%
Net 4.36 9.51% 27.40% 23.65% N/A N/A 25.03% 168.18%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $825.18 million
No. of Equity Securities : 42/ 99.5%
Gross 2.02 3.80% 23.21% 15.94% 21.79% 11.03% 9.11% 269.71%
Net 1.85 3.46% 22.33% 15.00% 20.74% 10.06% 8.19% 225.58%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $10.50 billion
No. of Equity Securities : 104 / 99.8%
Gross 0.92 1.38% 22.48% 16.12% 21.50% 11.20% 14.70% 7416.40%
Net 0.69 0.91% 21.35% 15.06% 20.39% 10.06% 13.41% 5168.62%
Performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted. Past performance is no guarantee of future results.