Baron Growth Strategy (S:0P00003FYE)
88.86
+0.78
(+0.89%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of February 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Arch Capital Group Ltd. | 17.53% | 98.70 | 0.21% |
| MSCI, Inc. | 17.34% | 538.39 | -1.05% |
| Kinsale Capital Group, Inc. | 9.12% | 372.70 | -0.19% |
| Gartner, Inc. | 7.75% | 144.97 | -5.70% |
| CoStar Group, Inc. | 7.66% | 47.87 | -4.01% |
| Choice Hotels International, Inc. | 7.32% | 106.76 | -3.12% |
| Primerica, Inc. | 5.56% | 253.08 | -3.12% |
| FactSet Research Systems, Inc. | 5.37% | 190.26 | -2.46% |
| IDEXX Laboratories, Inc. | 5.20% | 623.13 | -1.97% |
| Morningstar, Inc. | 4.32% | 156.90 | -1.62% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |