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Morningstar

Baron Fifth Avenue Growth R6 BFTUX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baron Capital Investment Hub

Morningstar’s Analysis BFTUX

Will BFTUX 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 BFTUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BFTUX 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 BFTUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Baron Fifth Avenue Growth R6’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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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
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