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 6.67% 7.97% 8.32% 11.19% 8.55% 8.65% 163.37%
Net 1.73 6.16% 7.20% 7.54% 10.38% 7.76% 7.87% 142.03%
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 12.55% 12.90% 6.46% 6.45% N/A 4.98% 31.16%
Net 4.79 11.80% 11.78% 5.45% 5.80% N/A 4.40% 27.20%
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 21.31% -1.79% -5.86% N/A N/A -1.95% -8.65%
Net 17.28 20.78% -2.48% -6.43% N/A N/A -2.35% -10.32%
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 5.45% 6.44% 7.25% 10.53% 8.72% 12.91% 1023.13%
Net 1.42 4.81% 5.44% 6.23% 9.51% 7.69% 11.78% 819.25%
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 0.16% 3.39% 5.32% 9.14% 9.70% 6.97% 197.38%
Net 3.43 -0.48% 2.42% 4.32% 8.09% 8.52% 5.66% 143.40%
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 6.28% 7.58% 6.31% 7.86% N/A 14.23% 168.26%
Net 2.03 5.63% 6.59% 5.33% 6.89% N/A 13.27% 152.01%
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 0.21 2.43% 6.96% 13.40% 14.93% 8.38% 8.85% 174.84%
Net 0.03 1.95% 6.16% 12.53% 14.10% 7.58% 7.93% 148.25%
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 8.05% 9.24% 12.39% 14.28% 8.99% 8.44% 335.85%
Net 2.82 7.33% 8.15% 11.27% 13.15% 7.87% 7.36% 263.60%
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 -0.27% 0.39% 9.36% 17.06% N/A 17.12% 183.08%
Net 0.56 -0.93% -0.60% 8.30% 16.09% N/A 16.36% 171.21%
Baron Small to Mid-Cap Growth Strategy
Inception Date : June 30, 1999
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $501.11 million
No. of Equity Securities : 50/97.2%
Gross 2.89 7.26% 5.78% 9.17% 12.81% 9.01% 8.46% 303.06%
Net 2.71 6.84% 5.13% 8.46% 11.98% 8.10% 7.57% 250.08%
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 9.97% 8.62% 9.26% 13.63% 9.58% 14.05% 8256.79%
Net 3.31 9.30% 7.63% 8.25% 12.59% 8.52% 12.78% 5642.03%
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.