Baron Strategies & Funds

Strategies Overview

Please select a strategy to view the complete profile

Important information about performance

  (as of 6/30/16) Annualized Returns
as of 6/30/16
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 : $131.78 million
No. of Equity Securities : 51/98.2%
Gross 1.91 -0.65% -2.79% 6.93% 8.07% 7.50% 8.11% 145.27%
Net 1.74 -1.00% -3.48% 6.16% 7.29% 6.72% 7.33% 125.67%
Baron Emerging Markets Growth Strategy
Inception Date : January 31, 2011
Portfolio Manager : Michael Kass
Category : International
Net Assets : $2.05 billion
No. of Equity Securities : 88/88.8%
Gross 5.05 6.26% -5.22% 4.95% 4.22% N/A 4.03% 23.84%
Net 4.79 5.73% -6.16% 3.99% 3.62% N/A 3.47% 20.30%
Baron Energy and Resources Growth Strategy
Inception Date : January 31, 2012
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $100.47 million
No. of Equity Securities : 41/98.2%
Gross 17.48 13.15% -23.79% -6.28% N/A N/A -3.56% -14.79%
Net 17.28 12.81% -24.34% -6.81% N/A N/A -3.93% -16.24%
Baron Focused Growth Strategy
Inception Date : September 30, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $178.40 million
No. of Equity Securities : 19/93.0%
Gross 1.65 1.06% -6.81% 6.50% 7.82% 8.29% 12.78% 976.34%
Net 1.42 0.60% -7.69% 5.50% 6.82% 7.27% 11.66% 782.33%
Baron High Growth Strategy
Inception Date : June 30, 2000
Portfolio Manager : Michael Lippert
Category : All-Cap
Net Assets : $286.40 million
No. of Equity Securities : 43/98.5%
Gross 3.68 -3.94% -8.49% 6.17% 6.60% 8.97% 6.77% 185.24%
Net 3.43 -4.39% -9.35% 5.16% 5.57% 7.79% 5.45% 133.84%
Baron International Growth Strategy
Inception Date : March 31, 2009
Portfolio Manager : Michael Kass
Category : International
Net Assets : $83.73 million
No. of Equity Securities : 66/94.4%
Gross 2.27 1.01% -4.21% 7.08% 4.79% N/A 13.78% 154.97%
Net 2.03 0.55% -5.10% 6.09% 3.85% N/A 12.83% 139.91%
Baron Large-Cap Strategy
Inception Date : September 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $183.08 million
No. of Equity Securities : 34/97.3%
Gross 0.25 -4.56% -5.56% 13.01% 12.00% 7.61% 8.33% 156.14%
Net 0.07 -4.92% -6.31% 12.13% 11.20% 6.80% 7.41% 131.58%
Baron Mid-Cap Growth Strategy
Inception Date : June 30, 1998
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.51 billion
No. of Equity Securities : 55/98.1%
Gross 3.08 1.77% -1.73% 11.59% 11.21% 8.17% 8.16% 310.52%
Net 2.82 1.27% -2.70% 10.48% 10.11% 7.07% 7.09% 243.05%
Baron Real Estate Strategy
Inception Date : January 31, 2010
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $1.30 billion
No. of Equity Securities : 33/98.5%
Gross 0.81 -3.48% -8.03% 8.75% 14.06% N/A 17.01% 173.99%
Net 0.56 -3.96% -8.93% 7.70% 13.14% N/A 16.26% 162.94%
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 2.89 2.07% -5.50% 8.52% 10.09% 8.13% 8.23% 283.50%
Net 2.72 1.71% -6.14% 7.78% 9.25% 7.22% 7.34% 233.22%
Baron Small-Cap Growth Strategy
Inception Date : December 31, 1982
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $7.75 billion
No. of Equity Securities : 62/98.7%
Gross 3.54 4.13% -3.16% 8.84% 10.52% 8.51% 13.94% 7813.38%
Net 3.31 3.66% -4.05% 7.84% 9.50% 7.45% 12.67% 5345.51%
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.