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.
BlackRock funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit BlackRock's website to open an account and purchase BGRFX.
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Baron Growth Fund
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Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on BGRFX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Baron Growth Fund
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Pre-filled with BGRFX's historical average return
Important: This projection uses simplified assumptions based on BGRFX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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BGRFX is the ticker symbol for Baron Growth Fund, a Balanced mutual fund managed by BlackRock. 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.
BGRFX has an expense ratio of 0.02% per year. On a $10,000 investment, that amounts to roughly $2 annually in fund fees. This is considered a very low-cost fund.
BGRFX has posted a 1-year return of -23.34%, 3-year return of -7.10%, 5-year return of -5.40%, 10-year return of +6.96%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
BGRFX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether BGRFX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.02% expense ratio, Balanced category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.