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    Baron Fifth Avenue Growth Retail (BFTHX)

    18.70 Up 0.15(0.81%) Mar 5
    Prev Close:18.70
    YTD Return*:6.50%
    Net Assets*:132.01M
    Yield*:N/A

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    AMZN7.0824.26
    ILMN6.265.14
    FB5.672.22
    AAPL4.8817.38
    MA4.476.99

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:132.01M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.30%

    Performance & Risk

    YTD Return:6.50%
    5y Avg Return:15.54%
    Rank in Category (ytd):9
    % Rank in Category (ytd):0.51%
    Beta (3y):1.04
    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
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