BFGFX
Baron Focused Growth Fund Retail Shs
1W: -0.1%
1M: -2.2%
3M: -3.8%
YTD: +5.7%
1Y: +18.2%
3Y: +84.4%
5Y: +64.8%
$61.77
+1.12 (+1.85%)
Weekly Expected Move ±2.5%
$58
$59
$61
$62
$64
Similar ETFs
20 peers by holdings overlap (34 holdings)
BPTRX
Baron Partners Fund
57.1%
Shared17 holdings
Total23
AUM$12.8B
Price$271.84
BGRFX
Baron Generational Growth Retail
45.1%
Shared11 holdings
Total15
AUM$2.0B
Price$55.71
BARAX
Baron Asset Fund Retail Class
35.1%
Shared14 holdings
Total48
AUM$3.5B
Price$92.71
RONB
Baron ETF Trust - Baron First Principles ETF
28.1%
Shared10 holdings
Total21
AUM$352M
Price$24.07
MPAIX
Morgan Stanley Insti Fd Advantage Portfolio Cl I
24.4%
Shared7 holdings
Total27
AUM$298M
Price$27.83
BIOPX
Baron Opportunity Fund Retail Shs
20.2%
Shared8 holdings
Total44
AUM$2.4B
Price$64.26
MIGIX
Morgan Stanley Institutional Fund, Inc. Global Insight Portfolio Class I
17.3%
Shared3 holdings
Total34
AUM$60M
Price$19.91
BUFMX
Buffalo Mid Cap Fund
16.0%
Shared8 holdings
Total52
AUM$121M
Price$14.59
BUFTX
Buffalo Discovery Fund
14.9%
Shared8 holdings
Total72
AUM$343M
Price$18.60
MSEQX
Morgan Stanley Institutional Fund, Inc Capital Growth Ptf, Cl I
14.1%
Shared3 holdings
Total24
AUM$3.9B
Price$70.12
IALAX
Transamerica Capital Growth A
13.9%
Shared3 holdings
Total23
AUM$2.0B
Price$44.02
POLRX
Polen Growth Fund;Investor
12.6%
Shared4 holdings
Total26
AUM$3.2B
Price$31.18
PGIRX
Polen Global Growth Fund
11.5%
Shared5 holdings
Total31
AUM$211M
Price$20.58
LGRRX
Loomis Sayles Growth Fund
11.2%
Shared3 holdings
Total38
AUM$16.6B
Price$29.55
BFTHX
Baron Fifth Avenue Growth Fund
11.1%
Shared4 holdings
Total25
AUM$907M
Price$78.45
BSCFX
Baron Small Cap Fund
10.8%
Shared3 holdings
Total53
AUM$3.4B
Price$26.45
BREFX
Baron Real Estate Fund
10.6%
Shared6 holdings
Total39
AUM$2.0B
Price$36.27
POIIX
Polen International Growth Institutional
10.6%
Shared3 holdings
Total29
AUM$87M
Price$14.82
MIOIX
Morgan Stanley Insti Fd International Opportunities Cl I
10.5%
Shared4 holdings
Total36
AUM$811M
Price$32.86
BCFN
Baron Financials ETF
10.3%
Shared3 holdings
Total41
AUM$43M
Price$21.37
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BFGFX | $3.1B | 27 | 40.8% | 118.4 | 13.0 | 9.2 | 11.4% | 7.7% | 1.17% | +12.8% | +27.3% | 61.3 | 6.2 |
| BPTRX | $12.8B | 23 | 58.8% | 173.3 | 13.0 | 11.3 | 7.8% | 6.5% | 0.88% | +11.9% | -3.0% | 57.9 | 5.5 |
| BGRFX | $2.0B | 15 | 96.2% | 13.2 | 3.3 | 3.1 | 25.5% | 23.7% | 0.99% | +9.7% | +27.8% | 65.3 | 6.8 |
| BARAX | $3.5B | 48 | 36.7% | 30.1 | 6.0 | 4.4 | 20.6% | 14.6% | 0.60% | +19.7% | +29.6% | 63.2 | 6.4 |
| RONB | $352M | 21 | 78.3% | 133.4 | 14.1 | 12.2 | 11.1% | 9.2% | 0.56% | +16.7% | +35.4% | 61.4 | 6.6 |
| MPAIX | $298M | 27 | 60.8% | 110.8 | 10.1 | 8.6 | 0.4% | 0.3% | 0.70% | +19.1% | -3.3% | 55.7 | 5.2 |
| BIOPX | $2.4B | 44 | 50.9% | 8.0 | 2.6 | 3.1 | 38.6% | 38.8% | 0.34% | +28.8% | +50.0% | 59.7 | 6.1 |
| MIGIX | $60M | 34 | 67.2% | 114.0 | 9.8 | 8.2 | 0.8% | 0.7% | 0.48% | +41.5% | -5.0% | 47.8 | 4.7 |
| BUFMX | $121M | 52 | 32.1% | 35.2 | 8.0 | 2.2 | 23.2% | 6.1% | 0.76% | +10.0% | +21.9% | 61.8 | 6.3 |
| BUFTX | $343M | 72 | 25.4% | 38.1 | 8.2 | 2.7 | 21.8% | 7.0% | 0.39% | +16.0% | +23.5% | 64.0 | 6.5 |
| MSEQX | $3.9B | 24 | 63.9% | 133.1 | 10.4 | 9.3 | -0.5% | -0.4% | 0.46% | +50.6% | -7.5% | 49.7 | 5.0 |