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    Baron Fifth Avenue Growth Retail (BFTHX)

    19.61 Up 0.05(0.26%) Jul 30
    Prev Close:19.56
    YTD Return*:8.63%
    Net Assets*:149.57M
    Yield*:N/A

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    AMZN8.42N/A
    ILMN6.19N/A
    FB5.20N/A
    AAPL4.63N/A
    FEYE4.22N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:149.57M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.30%

    Performance & Risk

    YTD Return:8.63%
    5y Avg Return:17.76%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.17%
    Beta (3y):0.93
    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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