BGRFX Mutual Fund
BGRFX Mutual Fund
Baron Generational Growth Fund Retail Class

BGRFX Mutual Fund Overview
BGRFX Mutual Fund (Baron Generational Growth Fund Retail Class) is managed by Baron Funds. BGRFX expense ratio is 1.60%, holding 19 positions across sectors including Information Technology, Consumer Discretionary, Unknown. Inception date: 1994-12-30.
BGRFX performance shows a YTD return of -13.02%. The 1-year return is -24.01% and the 5-year return is -2.83%. BGRFX dividend yield stands at 24.42%, paid annually.
BGRFX 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 BGRFX holdings, sector breakdown, or dividend history.
BGRFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BGRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.