About BFTIX
Baron Fifth Avenue Growth Fund Institutional Class is an actively managed mutual fund focused on the U.S. large-cap growth equity segment. The fund primarily invests in common stocks of substantial American companies that are viewed as having significant long-term growth prospects, sustainable competitive advantages, and strong leadership. Targeted holdings tend to be industry leaders or innovators, predominantly in sectors such as technology, consumer discretionary, communication services, and healthcare. As of its recent portfolio disclosure, the fund’s top holdings include major names like NVIDIA, Amazon.com, and Meta Platforms, reflecting its emphasis on high-growth, high-impact companies.
The fund is characterized by a concentrated portfolio, typically holding around 30 to 35 stocks, and maintains a high active share relative to its benchmark, the Russell 1000 Growth Index. This approach is designed to capture outsized returns from select businesses, with the trade-off of higher volatility and risk compared to more diversified or index-aligned peers. By focusing on companies with robust earnings growth forecasts and competitive advantages, Baron Fifth Avenue Growth Fund Institutional Class plays a role in providing institutional investors with exposure to the potential upside of U.S. growth equities.
Fund Family Baron Capital Group, Inc.
Category Large-Cap Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol BFTIX
Share Class Institutional Shares
Index Russell 1000 Growth TR
BFTIX had a total return of 21.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.27%.
