Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 3/31/16) Annualized Returns
as of 3/31/16
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 : $132.62 million
No. of Equity Securities : 51 / 98.3%
Gross -2.52 1.50% -1.61% 7.42% 8.63% 7.86% 8.38% 150.59%
Net -2.69 1.20% -2.31% 6.64% 7.83% 7.08% 7.60% 130.69%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $1.76 billion
No. of Equity Securities : 87/89.3%
Gross 1.15 1.24% -12.67% 1.19% 3.09% N/A 3.15% 17.98%
Net 0.90 0.82% -13.54% 0.29% 2.51% N/A 2.61% 14.71%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $86.21 million
No. of Equity Securities : 36/92.3%
Gross -3.68 10.64% -28.38% -7.40% N/A N/A -4.12% -16.68%
Net -3.81 10.38% -28.91% -7.91% N/A N/A -4.49% -18.04%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $178.38 million
No. of Equity Securities : 20/93.0%
Gross -0.58 0.10% -7.41% 5.43% 7.49% 8.39% 12.79% 966.15%
Net -0.81 -0.29% -8.29% 4.44% 6.50% 7.37% 11.66% 774.59%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $309.53 million
No. of Equity Securities : 42/100.1%
Gross -7.35 -2.91% -6.31% 7.11% 6.83% 8.86% 6.88% 188.29%
Net -7.57 -3.29% -7.19% 6.09% 5.79% 7.67% 5.56% 136.52%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $84.89 million
No. of Equity Securities : 70/94.8%
Gross -1.23 1.90% -5.54% 6.83% 4.88% N/A 14.09% 157.23%
Net -1.45 1.52% -6.42% 5.86% 3.94% N/A 13.14% 142.21%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $189.94 million
No. of Equity Securities : 35/99.8%
Gross -4.80 -2.07% -3.00% 13.54% 12.46% 7.92% 8.64% 162.83%
Net -4.99 -2.37% -3.76% 12.67% 11.66% 7.10% 7.71% 137.80%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.49 billion
No. of Equity Securities : 57/97.8%
Gross -1.27 1.98% -0.96% 11.43% 11.23% 8.18% 8.21% 311.35%
Net -1.51 1.55% -1.95% 10.32% 10.13% 7.08% 7.14% 244.03%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $488.34 million
No. of Equity Securities : 46/98.0%
Gross -0.80 1.30% -5.30% 8.13% 10.00% 8.08% 8.22% 280.62%
Net -0.98 1.07% -5.87% 7.41% 9.18% 7.17% 7.33% 231.13%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $7.80 billion
No. of Equity Securities : 63/96.7%
Gross 0.57 3.63% -3.25% 8.53% 10.45% 8.42% 13.96% 7775.24%
Net 0.34 3.23% -4.14% 7.54% 9.44% 7.36% 12.69% 5323.40%
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.