BGRIX Mutual Fund (Baron Generational Growth Fund Inst Shs) is managed by Baron Funds with $4.17B in net assets. BGRIX expense ratio is 1.34%, holding 19 positions across sectors including Information Technology, Consumer Discretionary, Unknown. Inception date: 2009-05-29.

BGRIX performance shows a YTD return of -8.91%. The 1-year return is -23.82% and the 5-year return is -5.30%. BGRIX dividend yield stands at 23.00%, paid annually.

BGRIX top holdings include Arch Capital Group Ltd. (17.5%), M S C I Inc. (17.3%), Kinsale Capital Group (9.1%), Gartner Inc. (7.7%), Costar Group Inc. (7.7%). View all BGRIX holdings, sector breakdown, or dividend history.

BGRIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BGRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.