18.15 Down -0.27 -1.47%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 18.42
Category Mid-Cap Growth
Net Assets 398.49 Mil
Yield 0.00%
Morningstar Risk Above Average
Morningstar Return Above Average
  • Last NAV update 4/24/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation through investments primarily in growth companies that benefit from technology advances. The fund invests primarily in equity securities in the form of common stock of high growth businesses selected for their capital appreciation potential. It will invest at least 65% of its assets in equity securities of companies with market capitalizations between $1 billion and $15 billion at the time of purchase. The Adviser may invest in companies in any sector or industry that it believes will benefit from innovations and advances in technology.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 25.43% -6.16% 13.69% 37.55% -7.40%
Value ($) 12,543.40 11,770.83 13,382.23 18,407.28 17,045.52
  • Year to date performance as of 4/24/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Baron Capital Group
Fund Manager Michael Lippert
Tenure (Years) 8
Fund Status Open
Minimum Initial Purchase 2,000.00
Minimum IRA Investment 2,000.00
Front Load 0.00
Expense Ratio 1.37%
PERFORMANCE
Symbol Value ($)
1 Month -8.75%
3 Months -5.42%
1 Year 18.98%
3 Years* 7.93%
5 Years* 18.85%
  • * Annualized returns
  • Performance as of 4/24/2014 12:00 AM ET
PEER COMPARISON
  BIOPX Mid-Cap Growth
5-Yr Return 18.85% 19.83%
Sharpe Ratio 0.72 1.93
Net Assets 398.49 Mil 427.77 Mil
Avg Market Cap 4.81 Bil 8.43 Bil
Avg P/E 28.06 26.15
Portfolio Turnover 70 77
HOLDINGS
Symbol Value ($)
Stocks 98.16%
Cash 0.00%
Fixed Income 0.00%
Other 1.84%
DATA PROVIDERS

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