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Baron Fifth Avenue Growth Instl BFTIX

Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 40.28  /  0.47 %
  • Total Assets 426.0 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield
  • Turnover 37%

Morningstar’s Analysis BFTIX

Will BFTIX outperform in future?

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

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-cheapest fee quintile among peers.

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Portfolio Holdings BFTIX

  • Current Portfolio Date
  • Equity Holdings 30
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 58.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
10.52
48,892,006
Technology
7.87
36,570,644
Consumer Cyclical
6.55
30,439,844
Technology
5.87
27,291,791
Communication Services
5.24
24,344,905
Consumer Cyclical
4.87
22,645,656
Financial Services
4.70
21,860,954
Healthcare
3.82
17,771,623
Technology