BFTHX – Baron Fifth Avenue Growth Retail Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation through investments primarily in securities of large-sized growth companies. The fund invests primarily in equity securities of U.S. large‑sized growth companies. The Adviser defines large‑sized companies as those, at the time of purchase, with market capitalizations no smaller than the top 85th percentile by total market capitalization of the Russell 1000 Growth Index at reconstitution, or companies with market capitalizations above $10 billion, whichever is smaller.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BFTHX	Baron Fifth Avenue Growth Fund Retail Class	No Load	Open			Apr 30, 2004	$176.75M	1.000%	Above Average	$2,000	−$12.80M
BFTIX	Baron Fifth Avenue Growth Fund Institutional Class	Institutional	Open			May 29, 2009	$635.74M	0.750%	Above Average	$1M	−$65.68M
BFTUX	Baron Fifth Avenue Growth Fund Class R6	Retirement, Large	Open			Jan 29, 2016	$40.07M	0.750%	High	$5M	−$6.66M

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