Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 9/30/16) Annualized Returns
as of 9/30/16
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 : $130.45 million
No. of Equity Securities : 52/98.4%
Gross 5.70 0.91% 0.76% 3.04% 9.51% 7.23% 8.02% 149.17%
Net 5.51 0.32% 0.05% 2.30% 8.71% 6.45% 7.24% 128.71%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $2.62 billion
No. of Equity Securities : 94/93.2%
Gross 7.62 13.92% 10.81% 3.34% 7.17% N/A 5.05% 32.75%
Net 7.35 12.97% 9.71% 2.32% 6.48% N/A 4.46% 28.53%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $110.11 million
No. of Equity Securities : 42/97.5%
Gross 10.19 17.55% 0.86% -10.62% N/A N/A -2.53% -11.48%
Net 9.98 16.88% 0.16% -11.19% N/A N/A -2.94% -13.21%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $177.91 million
No. of Equity Securities : 20/95.9%
Gross 1.33 -1.54% 0.53% 1.52% 8.73% 7.46% 12.41% 948.71%
Net 1.09 -2.29% -0.41% 0.56% 7.72% 6.45% 11.29% 756.98%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $279.49 million
No. of Equity Securities : 45/100.0%
Gross 6.69 -1.62% -1.60% 2.80% 9.33% 8.31% 6.78% 192.11%
Net 6.44 -2.39% -2.53% 1.82% 8.27% 7.15% 5.47% 138.70%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $86.62 million
No. of Equity Securities : 71/97.6%
Gross 8.01 7.50% 4.95% 4.39% 8.64% N/A 14.07% 171.35%
Net 7.76 6.68% 3.99% 3.43% 7.65% N/A 13.11% 154.52%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $191.28 million
No. of Equity Securities : 35/100.1%
Gross 10.36 1.00% 0.58% 9.06% 14.45% 7.49% 8.60% 171.00%
Net 10.18 0.40% -0.15% 8.23% 13.61% 6.70% 7.68% 144.49%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.54 billion
No. of Equity Securities : 55/99.3%
Gross 5.40 3.33% 2.86% 7.32% 13.22% 7.91% 8.10% 316.81%
Net 5.13 2.47% 1.84% 6.26% 12.10% 6.80% 7.02% 247.14%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $1.11 billion
No. of Equity Securities : 35/95.7%
Gross 2.49 -4.22% -7.60% 5.04% 15.74% N/A 15.97% 171.87%
Net 2.23 -5.01% -8.51% 4.02% 14.75% N/A 15.21% 160.03%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $484.26 million
No. of Equity Securities : 50/97.4%
Gross 2.90 0.13% -0.65% 3.17% 10.95% 7.56% 7.95% 276.29%
Net 2.72 -0.41% -1.29% 2.49% 10.13% 6.67% 7.06% 226.34%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $7.63 billion
No. of Equity Securities : 61/99.8%
Gross 2.86 2.18% -0.36% 2.82% 11.66% 8.04% 13.73% 7664.55%
Net 2.62 1.40% -1.27% 1.88% 10.64% 6.99% 12.47% 5226.77%
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.