Baron Fifth Avenue Growth Retail holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Baron Fifth Avenue Growth Fund Retail Class BFTHX
- NAV / 1-Day Return 69.31 / +2.41 %
- Total Assets 773.0M
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.030%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 19%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:11 AM GMT+0
Morningstar’s Analysis BFTHX
Will BFTHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BFTHX 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 BFTHX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 65.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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United States