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    Baron Fifth Avenue Growth Retail (BFTHX)

    18.00 Up 0.12(0.67%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    Baron Fifth Avenue Growth Retail
    Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
    Phone: 800-992-2766
    Fund Overview 
    Category:Large Growth
    Fund Family:Baron Capital Group
    Net Assets:150.88M
    Year-to-Date Return:-6.00%
    Morningstar Rating:3 stars
    Fund Inception Date:Apr 30, 2004
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Alex Umansky
    Lead Manager since Nov 1, 2011
    Alex joined Baron in 2011 as a portfolio manager having investment experience at Morgan Stanley. From 2007 to 2011, he was a co-manager of the Morgan Stanley Opportunity Fund, while also co-managing the Global Opportunity Fund from 2008 to 2011, the International Opportunity Fund and the International Advantage Fund from 2010 to 2011. From 1998 to 2004, Alex was lead manager of the Morgan Stanley Institutional Technology Strategy and the Technology Fund. He was also the co-manager of the Information Fund from 2004 to 2005 and the Small Company Growth Fund from 1999 to 2002. Alex graduated from New York University with a B.S. in Finance, Information Systems and Mathematics in 1993.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:2,000
    Min Initial Investment, AIP:500
    Min Subsequent Investment:0
    Min Subsequent Investment, IRA:0
    Min Subsequent Investment, AIP:50
    BFTHX can be purchased from 111 brokerages.

    Fund Summary 
    The investment seeks capital appreciation through investments primarily in securities of large-sized growth companies. The fund invests primarily in equity securities in the form of common stock of large-sized growth companies. The Adviser defines large-sized companies as those, at the time of purchase, with market capitalizations above the smallest market cap stock in the top 85% of the Russell 1000 Growth Index at reconstitution, or companies with market capitalizations above $10 billion, whichever is smaller.

    Fund Operations 
    Last Dividend (Jun 27, 2010) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 29, 2011) : 14.54%
    Average for Category:53.15%
    Fees & Expenses 
    ExpenseBFTHXCategory Avg
    Annual Report Expense Ratio (net):1.30%1.17%
    Prospectus Net Expense Ratio:1.10%N/A
    Prospectus Gross Expense Ratio:1.12%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.47%
    Max Deferred Sales Load: N/A2.05%
    3 Yr Expense Projection*:350505
    5 Yr Expense Projection*:606797
    10 Yr Expense Projection*:1,3401,627
    * Per $10,000 invested