BFTHX : Baron Fifth Avenue Growth Fund Retail Class

BFTHX is a US Stocks Market Large Growth with MODERATE fees.

BFTHX

Baron Fifth Avenue Growth Fund Retail Class

FI Score

37 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

37% FI Score
  • bfthx
  • Mutual Fund
  • US Stocks
  • Large Growth

Baron Fifth Avenue Growth Fund Retail Class

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation through investments primarily in securities of large-sized growth companies. The fund invests primarily in equity securities in the form of common stock of U.S. large-sized growth companies. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Largest Holdings

Amount Holding
11.77% Amazon.com Inc
6.15% Alibaba Group Holding Ltd ADR
5.50% Mastercard Inc A
5.35% Veeva Systems Inc Class A
4.69% Visa Inc Class A
4.17% Illumina Inc
4.16% Equinix Inc
4.11% Intuitive Surgical Inc
4.08% Alphabet Inc Class C
3.70% Fidelity National Information Services Inc
3.68% Facebook Inc A
3.49% ASML Holding NV ADR
3.24% EPAM Systems Inc
3.19% CME Group Inc Class A
3.08% Vertex Pharmaceuticals Inc
3.07% Splunk Inc
2.98% ServiceNow Inc
2.86% RingCentral Inc Class A
2.64% S&P Global Inc
2.25% Twilio Inc A
1.80% Adyen NV
1.74% Slack Technologies Inc Class A
1.72% Datadog Inc Class A
1.72% MercadoLibre Inc
1.67% Wix.com Ltd

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