BFTUX - Baron Fifth Avenue Growth Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Baron Fifth Avenue Growth Fund

New York, NY 10153

767 Fifth Avenue 49th Floor

Baron Investment Funds Trust

Management Information
,Lead Manager since October 31, 2011
Alex Umansky joined Baron in 2011 as a portfolio manager. 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.

Fund Overview

CategoryLarge Growth
Fund FamilyBaron Capital Group, Inc.
Net Assets391.09M
YTD Return29.38%
Morningstar Rating
Inception DateApr 29, 2004

Fund Operations

Last Dividend0.04
Last Cap Gain15.00
Holdings Turnover37.41%
Average for CategoryN/A

Fees & Expenses

ExpenseBFTUXCategory Average
Annual Report Expense Ratio (net)1.00%0.99%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.03%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A