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Baron Fifth Avenue Growth Instl (BFTIX)


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Baron Fifth Avenue Growth Instl

Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
800-992-2766
Management Information
Alex Umansky,Lead Manager since October 31, 2011
Alex joined Baron in 2011 as a portfolio manager having investment experience at Morgan Stanley. From 2007 to 2011, he was a co-manager of the Morgan Stanley Opportunity Fund, while also co-managing the Global Opportunity Fund from 2008 to 2011, the International Opportunity Fund and the International Advantage Fund from 2010 to 2011. From 1998 to 2004, Alex was lead manager of the Morgan Stanley Institutional Technology Strategy and the Technology Fund. He was also the co-manager of the Information Fund from 2004 to 2005 and the Small Company Growth Fund from 1999 to 2002. Alex graduated from New York University with a B.S. in Finance, Information Systems and Mathematics in 1993.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyBaron Capital Group
Net Assets173.86M
YTD Return25.03%
Yield0.00%
Morningstar Rating★★★★
Inception DateMay 28, 2009

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover19.30%
Average for CategoryN/A

Fees & Expenses

ExpenseBFTIXCategory Average
Annual Report Expense Ratio (net)0.97%1.13%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio0.85%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection271N/A
5 Yr Expense Projection471N/A
10 Yr Expense Projection1,049N/A