The top three sectors in this Growth fund are: Financial Services (25.93% of assets), Consumer Cyclical (20.77%), and Technology (18.58%).
Baron Growth Fund Retail Shares (BGRFX)
From Forecasts & Strategies
We are fully benefiting from low interest rates, potentially improved trade relations and a pro-business attitude in the White House.
All our favorite mutual funds are beating the market this year. One of my favorite no-load funds, Baron Growth Fund Retail Shares (BGRFX) is up over 30% in 2019.
Holdings in the Baron Growth Fund include Vail Resorts, Arch Capital, Gartner, CoStar Group, MSCI, SS&C Technologies, FactSet and Choice Hotels. Although Ron Baron is a big fan of Elon Musk, Tesla Motors is not in the Baron Growth Fund (fortuitously).
Mark Skousen, Forecasts & Strategies, www.markskousen.com, Eagle Financial, 300 New Jersey Ave. NW, Suite 500, Washington, D.C. 20001, August 2019