• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.79% Nasdaq Up 0.53%

    Baron Fifth Avenue Growth Retail (BFTHX)

    18.97 Up 0.08(0.42%) Jul 1
    Prev Close:18.89
    YTD Return*:8.63%
    Net Assets*:149.55M
    Yield*:N/A

    * As of 31-May-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    AMZN7.86N/A
    ILMN5.73N/A
    FB5.43N/A
    AAPL5.00N/A
    MA4.08N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:149.55M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.30%

    Performance & Risk

    YTD Return:8.63%
    5y Avg Return:15.99%
    Rank in Category (ytd):6
    % Rank in Category (ytd):0.34%
    Beta (3y):0.94
    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