Baron Fifth Avenue Growth Instl (BFTIX)
13.39 
0.02(0.15%) May 21
| Prev Close: | 13.39 |
|---|
| YTD Return*: | 4.85% |
|---|
| Net Assets*: | 67.34M |
|---|
| Yield*: | N/A |
|---|
* As of 31-Mar-13
The broker you select will become the default broker for Trade Now
Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for BFTIX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| GOOG | 5.92 | 13.26 |
| AAPL | 5.22 | -18.91 |
| V | 4.60 | 10.62 |
| AMZN | 4.26 | 4.28 |
| MON | 4.09 | 12.17 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 67.34M |
| Category: | Large Growth |
|---|
| Annual Report Expense Ratio (net): | 1.05% |
|---|
Performance & Risk
| YTD Return: | 4.85% |
| 5y Avg Return: | 4.21% |
| Rank in Category (ytd): | 99 |
| % Rank in Category (ytd): | 5.69% |
| 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 with market capitalizations of more than $5 billion at the time of purchase selected for their capital appreciation potential. It seeks to purchase securities that the Adviser expects could increase in value 100% within five years. The Adviser selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition.
View More