Baron Fifth Avenue Growth
767 Fifth Ave 49th FL New York NY 10153
Map
Phone: 800-442-3814
| Category: | Large Growth | | Fund Family: | Baron Capital Group | | Net Assets: | 31.57M | | Year-to-Date Return: | 19.54% | | Yield: | 0.11% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-04 |
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Randall Haase
Lead Manager since
01-May-06 | | | Haase is a portfolio manager at BAMCO, Inc. He was an investment manager at Duquesne Capital Management LLC, a large hedge fund, from 2000 to 2005, and from 1989 to 2000 worked at Alliance Capital Management, LP as a portfolio manager from 1993 to 2000 and as an analyst from 1989 to 1993. |
| 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 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of large-sized growth companies with market capitalizations in excess of $5 billion based on the market size of the investment at the time of purchase. The management seeks to purchase securities that are expected to increase in value 100% over five years. |
| Last Dividend
(28-May-09):
| 0.01 | | Last Cap Gain
(28-May-09):
| 0.17 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 110.55% |
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| Expense | BFTHX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 458 | $672 | | 5 Yr Expense Projection*: |
$ 796 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,751 | $2,074 |
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0.16% Nasdaq 0.00%
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