- 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) manages $774.9M in total assets. 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's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BFTHX launched?
- Baron Fifth Avenue Growth Fund (BFTHX) launched in May 2004 and is managed by the fund issuer.
- 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.
