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Baron Fifth Avenue Growth Retail BFTHX

Quantitative rating as of
NAV / 1-Day Return
28.31  /  0.18 %
Total Assets
389.7 Mil
Adj. Expense Ratio
1.030%
Expense Ratio
1.000%
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
37%

Morningstar’s Analysis BFTHX

Will BFTHX outperform in future?

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

Summary

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Strength in Baron Fifth Avenue Growth Retail’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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