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echo: barktopus
to: Jeff Shultz
from: Bill Lucy
date: 2005-02-10 09:40:46
subject: Re: State of the Union Address

From: Bill Lucy 

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.

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