Discover relevant content from across the suite of ALM legal publications
From the Industry
More content from ThinkAdvisor and select sponsors
Investment Advisor Issue Gallery
Read digital editions of Investment Advisor Magazine
Tax Facts
Get clear, current, and reliable answers to pressing tax questions
Copyright © 2024 ALM Global, LLC. All Rights Reserved.
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
September 15, 2003 at 08:00 PM
Sept. 11, 2003 — The Baron Growth Fund (BGRFX) will close to new investors tomorrow to keep it from getting too large to be manageable.
The fund is closing to preserve the adviser’s “ability to effectively manage the fund and maintain its focus on small companies,” Baron Funds said in a regulatory filing. The fund had about $1.9 billion in assets at the end of last month.
The fund’s performance has trailed similar funds this year, but has lead them over longer periods.
Baron Growth was up 24.2% this year through August, compared to a gain of 30.3% by the average small-cap growth fund. However, for the three years ended last month, Baron Growth returned an average annualized 5.4%, versus a loss of 14.7% for its peers. For the five year period, the fund rose 17.6% on average, versus 8.3% for its peers.
Baron Growth is ranked 5 Stars by Standard & Poor’s.
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Copyright © 2024 ALM Global, LLC. All Rights Reserved.
Podcast Center
Video Center
Webcasts
Resource Center
Events
