• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 2.00% Nasdaq Up 1.66%

    Baron Fifth Avenue Growth Retail (BFTHX)

    15.44 Up 0.26(1.71%) Feb 12
    Prev Close:15.18
    YTD Return*:-9.03%
    Net Assets*:154.14M
    Yield*:N/A

    * As of 31-Jan-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    AMZN11.13N/A
    FB6.20N/A
    GOOG5.09N/A
    BABA3.89N/A
    ILMN3.65N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:154.14M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.30%

    Performance & Risk

    YTD Return:-9.03%
    5y Avg Return:10.59%
    Rank in Category (ytd):87
    % Rank in Category (ytd):4.9%
    Beta (3y):1.12
    Morningstar Risk Rating:4

    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. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback