Nasdaq - Delayed Quote USD

Baron Fifth Avenue Growth Instl (BFTIX)

46.47 +1.24 (+2.74%)
At close: 8:06 AM EDT

Fund Summary

The fund invests primarily in equity securities in the form of common stock of U.S. large-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Baron Fifth Avenue Growth Instl

New York, NY 10153
767 Fifth Avenue 49th Floor

Fund Overview

Category Large Growth
Fund Family Baron Capital Group, Inc.
Net Assets 612.42M
YTD Return 12.62%
Yield 0.00%
Morningstar Rating
Inception Date Jan 29, 2016

Fund Operations

Last Dividend 0.04
Last Cap Gain 31.00
Holdings Turnover 13.38%
Average for Category --

Fees & Expenses

Expense BFTIX Category Average
Annual Report Expense Ratio (net) 0.76% 0.99%
Prospectus Net Expense Ratio 0.76% --
Prospectus Gross Expense Ratio 0.78% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Alex joined Baron Capital in 2011 as a portfolio manager. He has 31 years of research experience, 18 of which were at Morgan Stanley. From 2007 to 2011, he was co-manager of the Morgan Stanley Opportunity Fund. He co-managed the Global Opportunity Fund from 2008 to 2011 as well as the International Opportunity and the International Advantage Funds from 2010 to 2011. He co-managed the Information Fund from 2004 to 2005 and the Small Company Growth Fund from 1999 to 2002. He was lead manager of the Morgan Stanley Institutional Technology Strategy and the Technology Fund from 1998 to 2004. Alex graduated from New York University Stern School of Business 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.

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