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Baron Growth Fund Institutional Shares (BGRIX)

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111.19 +1.31    +1.19%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 4.9B
Type:  Fund
Market:  United States
Asset Class:  Equity
Baron Growth Instl 111.19 +1.31 +1.19%

BGRIX Overview

 
On this page you'll find an in-depth profile of Baron Growth Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of BGRIX among other information.
Category

Mid-Cap Growth

Total Assets

4.9B

Expenses

1.07%

Inception Date

39962

Investment Strategy

The investment seeks capital appreciation through long-term investments primarily in securities of small-sized growth companies. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

Contact Information

Address New York, NY 10153
New York,NY 10153
United States
Phone +1 8009922766

Top Executives

Name Title Since Until
Neal Rosenberg Vice President 2016 Now
Biography Neal Rosenberg, is a Vice President and Co-Portfolio Manager of BAMCO, Inc. Mr. Rosenberg joined BAMCO, Inc. in 2006 as a research analyst and has 13 years of research experience. From 2004 to 2006, Neal worked at JPMorgan Securities as an equity research analyst. From 2003 to 2004, Neal worked at Merrill Lynch & Co. as an associate in the Mergers and Acquisitions group. Neal graduated summa cum laude from the Wharton School of the University of Pennsylvania with a B.S. in Economics in 2002 and with an M.B.A. in 2003.
Ronald Baron CEO, Portfolio Manager 1994 Now
Biography Ron founded Baron Capital in 1982 and has 54 years of research experience. From 1970 to 1982, he worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, he worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, he worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965.
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