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    Baron Fifth Avenue Growth Instl (BFTIX)

    17.79 Up 0.10(0.57%) Dec 26
    Prev Close:17.69
    YTD Return*:10.91%
    Net Assets*:125.14M
    Yield*:N/A

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    FB6.6138.08
    ILMN6.4170.15
    AAPL5.1345.33
    AMZN4.92-18.17
    PCLN4.42-1.98

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:125.14M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:10.91%
    5y Avg Return:15.17%
    Rank in Category (ytd):50
    % Rank in Category (ytd):2.92%
    Beta (3y):1.16
    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 $10 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation. View More
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