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Morningstar

Baron Fifth Avenue Growth Instl BFTIX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 46.13  /  −0.39 %
  • Total Assets 612.4 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BFTIX

Will BFTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BFTIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BFTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BFTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Baron Fifth Avenue Growth Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BFTIX

More BFTIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.7
Top 10 Holdings
% Portfolio Weight
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