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EXPENSES

Cost Per $10,000:
3-Year: $339
5-Year: $594
10-Year: $1.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 12.46%    
52th
3-Year: 3.87%    
57th
5-Year: 11.69%    
90th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.41%    
17th
3-Year: 4.98%    
84th
5-Year: 2.85%    
89th
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MANAGEMENT

Fund Manager:
Name: Baron
Since: 06/01/2009

PORTFOLIO

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Data on this page as of 03/31/2024.

Underlying data by Value Line