Baron Fifth Avenue Growth Fund

Frequently Asked Questions About BFTHX

What does BFTHX invest in?

The Baron Fifth Avenue Growth Fund aims to achieve significant growth in your investment capital. It primarily allocates its portfolio to common stock issued by large, expanding U.S. companies. The fund's advisor seeks out businesses that are believed to offer substantial future growth potential, maintain strong and lasting competitive advantages, possess exceptional leadership, and are available at an appealing price.

What is the expense ratio of BFTHX?

Baron Fifth Avenue Growth Fund (BFTHX) charges an expense ratio of 1.00%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BFTHX?

Baron Fifth Avenue Growth Fund (BFTHX) is one share class of a fund that manages $846.1M across all of its share classes (BFTIX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BFTHX actively managed or an index fund?

BFTHX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BFTHX's is 1.00%) in exchange for the discretion to over- or under-weight positions.

When was BFTHX launched?

Baron Fifth Avenue Growth Fund (BFTHX) launched in May 2004 and is managed by Baron.

How has BFTHX performed?

BFTHX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.