Baron Capital Group, Inc.

Statistics as of Apr 04, 2025

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Found total of 19 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
1.99%
TTM Yield
0.0%
3yr Sharpe
-0.15
YTD Return
-23.9%
3yr Return
-14.5%
1yr Return
14.5%
Total Assets
$6B
6M Money Flow
-$254M
Mid-Cap Growth
Expense Ratio
1.08%
TTM Yield
0.0%
3yr Sharpe
-0.18
YTD Return
-12.9%
3yr Return
-6.6%
1yr Return
-9.9%
Total Assets
$6B
6M Money Flow
-$876M
Mid-Cap Growth
Expense Ratio
1.29%
TTM Yield
0.0%
3yr Sharpe
-0.08
YTD Return
-10.8%
3yr Return
-0.9%
1yr Return
-4.1%
Total Assets
$4B
6M Money Flow
-$387M
Small Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
-0.09
YTD Return
-17.6%
3yr Return
-4.5%
1yr Return
-12.6%
Total Assets
$3B
6M Money Flow
-$331M
Mid-Cap Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
0.08
YTD Return
-15.1%
3yr Return
7.7%
1yr Return
10.9%
Total Assets
$2B
6M Money Flow
$418M
Small Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-14.4%
3yr Return
-7.9%
1yr Return
-0.9%
Total Assets
$1B
6M Money Flow
$13M
Large Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
0.15
YTD Return
-21.0%
3yr Return
10.1%
1yr Return
-1.7%
Total Assets
$1B
6M Money Flow
$19M
Large Growth
Expense Ratio
0.75%
TTM Yield
0.0%
3yr Sharpe
0.05
YTD Return
-22.9%
3yr Return
2.0%
1yr Return
-3.2%
Total Assets
$543M
6M Money Flow
-$8M
Global Large-Stock Growth
Expense Ratio
0.91%
TTM Yield
0.0%
3yr Sharpe
-0.29
YTD Return
-17.5%
3yr Return
-20.7%
1yr Return
3.9%
Total Assets
$463M
6M Money Flow
-$63M
Technology
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.15
YTD Return
-11.6%
3yr Return
8.2%
1yr Return
5.3%
Total Assets
$61M
6M Money Flow
-$1M
Technology
Expense Ratio
0.95%
TTM Yield
0.0%
3yr Sharpe
0.24
YTD Return
-24.5%
3yr Return
18.1%
1yr Return
-1.4%
Total Assets
$45M
6M Money Flow
$12M
Aggressive Allocation
Expense Ratio
0.05%
TTM Yield
0.0%
3yr Sharpe
-0.10
YTD Return
-15.8%
3yr Return
-4.2%
1yr Return
-1.6%
Total Assets
$467M
6M Money Flow
-$25M
Large Growth
Expense Ratio
0.70%
TTM Yield
0.3%
3yr Sharpe
0.49
YTD Return
-16.7%
3yr Return
27.8%
1yr Return
-2.9%
Total Assets
$398M
6M Money Flow
-$7M
India Equity
Expense Ratio
1.20%
TTM Yield
0.3%
3yr Sharpe
-0.19
YTD Return
-5.1%
3yr Return
-1.5%
1yr Return
4.7%
Total Assets
$9M
6M Money Flow
$3M
Real Estate
Expense Ratio
1.05%
TTM Yield
0.4%
3yr Sharpe
-0.12
YTD Return
-13.5%
3yr Return
-3.4%
1yr Return
-7.0%
Total Assets
$2B
6M Money Flow
$122M
Health
Expense Ratio
0.85%
TTM Yield
0.5%
3yr Sharpe
-0.38
YTD Return
-9.9%
3yr Return
-10.9%
1yr Return
-12.8%
Total Assets
$157M
6M Money Flow
-$41M
Diversified Emerging Mkts
Expense Ratio
1.11%
TTM Yield
0.8%
3yr Sharpe
-0.20
YTD Return
-2.8%
3yr Return
-5.0%
1yr Return
2.4%
Total Assets
$3B
6M Money Flow
-$251M
Foreign Large Growth
Expense Ratio
0.96%
TTM Yield
1.1%
3yr Sharpe
-0.33
YTD Return
-6.5%
3yr Return
-12.6%
1yr Return
-2.9%
Total Assets
$290M
6M Money Flow
-$15M
Real Estate
Expense Ratio
0.80%
TTM Yield
1.5%
3yr Sharpe
-0.22
YTD Return
-7.9%
3yr Return
-7.6%
1yr Return
9.7%
Total Assets
$209M
6M Money Flow
$55M