From: Jeff Shultz 

On Thu, 10 Feb 2005 09:40:46 -0600, Bill Lucy wrote:

> In article ,
> jeff{at}shultzinfosystems.com says...
>
>> That 401k is split between one high risk and 3 medium risk mutal funds.
>> The high risk is the Baron Growth (BGRFX, I think...) which has an
>> excellent history.
>
> FWIW:
>
> Baron Growth is *way* heavy on the services sector, especially consumer
> and financial services. It also has more than 25% of its holdings in 10
> stocks.
>
> Robert Baron tends to hold rather than trade. This could be a good thing.

Indeed. I finally got into my account (blew my password 3 times last night
and got locked out) and this is what I'm in (I started at 25% with each):

Lord Abbett Mid Cap Value (LMCPX)(25%) Fidelity Adv Mid Cap T (FMCAX) (24%)
Franklin Balance Sheet Invmt (FRBSX) (25%) Baron Growth (BGRFX) (26%)

I've got a couple hundred going in each month. So far 3 of the four are
easily beating the S&P 500 (the Fidelity is essetially matching it).

BTW, this is Baron's distribution:

Sector Distribution
Consumer Durables       2.88%
Energy  5.65%
Finance 13.45%
Health  11.16%
Industrial Cyclical     2.27%
Non-Durables    22.66%
Retail Trade    3.85%
Services        12.28%
Technology      4.31%
Utilities       0.00%
Other   21.49%

And yeah, it's top 10 stocks comprise about 26.5% of the portfolio. What
it's really heavy into is entertainment - hotels & casinos.

--- BBBS/NT v4.01 Flag-5