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Baron Fifth Avenue Growth Retail (BFTHX) Fund Ranking and Research

Ranking, Research and Recommendation of Baron Fifth Avenue Growth Retail (BFTHX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Baron Fifth Avenue Growth Retail Fund (BFTHX) ManagerFund Manager - Alex Umansky

Fund Manager Information

Fund Manager Tenure: 8.3 years
Similar Funds: BFTIX 
Fund Family: Baron Capital Group
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

 

Graph of Baron Fifth Avenue Growth Retail Fund (BFTHX) ProfileBaron Fifth Avenue Growth Retail Fund (BFTHX) Profile

Fund Profile and Description

Baron Fifth Avenue Growth Retail Fund seeks capital appreciation. Baron Fifth Avenue Growth Retail Fund normally invests primarily in equity securities of large-sized growth companies with market capitalizations in excess of $5 billion based on the market size of the investment at the time of purchase. It seeks to purchase securities that the Advisor expects could increase in value 100% within five years. The Advisor selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition.

 

Baron Fifth Avenue Growth Retail (BFTHX) Fund Strength What we like about Baron Fifth Avenue Growth Retail (BFTHX) Fund

Data for Baron Fifth Avenue Growth Retail Fund (BFTHX) as of May 30, 2016

  • Baron Fifth Avenue Growth Retail Fund (BFTHX) management has been with Baron Fifth Avenue Growth Retail Fund for 8.3 years
  • Baron Fifth Avenue Growth Retail Fund (BFTHX) has good mid-term performance (3-year return 11.86% vs 10.74% Large Growth category median performance)
  • Baron Fifth Avenue Growth Retail Fund (BFTHX) has good Long-term performance (5-year return 10.76% vs 10.14% Large Growth category median performance)
  • Baron Fifth Avenue Growth Retail Fund (BFTHX) ratio of up-years vs down years is greater than 2
  • Baron Fifth Avenue Growth Retail Fund (BFTHX) has an annual stock turnover rate of 14.54% vs Large Growth average of 50.46%. It is good that Baron Fifth Avenue Growth Retail management does not trade extensively for its return.

Baron Fifth Avenue Growth Retail Fund (BFTHX) Weakness What we are cautious about Baron Fifth Avenue Growth Retail (BFTHX) Fund

Data for Baron Fifth Avenue Growth Retail Fund (BFTHX) as of May 30, 2016

  • Baron Fifth Avenue Growth Retail Fund (BFTHX) has a less-than-ideal short-term performance (1-year return -4.50% vs -1.74% Large Growth category median performance)
  • Baron Fifth Avenue Growth Retail Fund (BFTHX) has a Morningstar rating of 3 and below
  • Baron Fifth Avenue Growth Retail Fund (BFTHX) is less safe compared to its Large Growth peers
  • Baron Fifth Avenue Growth Retail Fund (BFTHX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.8 that is higher than category average of 12.75
  • Baron Fifth Avenue Growth Retail Fund (BFTHX) has a higher expense ratio of 1.30% than its Large Growth average of 1.17%
  • Even though Baron Fifth Avenue Growth Retail Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Baron Fifth Avenue Growth Retail Fund (BFTHX) performance details as of May 30, 2016

 

What do you think?

 

Compare Baron Fifth Avenue Growth Retail Fund (BFTHX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Baron Fifth Avenue Growth Retail-2.43-4.5011.8610.76
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Baron Fifth Avenue Growth Retail Fund (BFTHX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Baron Fifth Avenue Growth Retail Fund (BFTHX) Net Asset TrackingBaron Fifth Avenue Growth Retail (BFTHX) Fund Net Asset

Track net asset change of Baron Fifth Avenue Growth Retail fund (BFTHX)

DateNet Asset
05/2016$153.38M
03/2016$149.92M
02/2016$149.98M
More historic net asset information on Baron Fifth Avenue Growth Retail Fund (BFTHX)

  

Graph of Baron Fifth Avenue Growth Retail Fund (BFTHX) Portfolio TrackingBaron Fifth Avenue Growth Retail (BFTHX) Fund Portfolio Allocation

Track portfolio allocation change of Baron Fifth Avenue Growth Retail fund (BFTHX)

DateCashStockBondOther
03/20161.69%98.31%0%0%
12/20157.03%92.32%0%0.65%
09/20153.32%95.76%0%0.92%
Click here to see more historic asset allocation information on Baron Fifth Avenue Growth Retail Fund (BFTHX)

 

graph of Baron Fifth Avenue Growth Retail Fund (BFTHX) Top 10 Position TrackingTop 10 Holdings in Baron Fifth Avenue Growth Retail (BFTHX) Fund

Discover what Baron Fifth Avenue Growth Retail Fund (BFTHX) manager is buying

Mar 30, 2016
Amazon.com, Inc. [11.02%]
Facebook, Inc. [7.63%]
Alphabet Inc. [5.63%]
Alibaba Group Holding Limited A [4.26%]
Equinix, Inc. [4.11%]
Starbucks Corporation [4.06%]
Visa Inc. [4.05%]
Mastercard Incorporated Common [3.92%]
Apple Inc. [3.85%]
The Priceline Group Inc. [3.55%]

Dec 30, 2015
Amazon.com, Inc. [11.13%]
Facebook, Inc. [6.2%]
Alphabet Inc. [5.09%]
Alibaba Group Holding Limited A [3.89%]
Illumina, Inc. [3.65%]
Visa Inc. [3.64%]
Starbucks Corporation [3.62%]
Mastercard Incorporated Common [3.58%]
Equinix, Inc. [3.33%]
Apple Inc. [3.3%]

Sep 29, 2015
Amazon.com, Inc. [10.23%]
Facebook, Inc. [6.47%]
Alphabet Inc. [4.95%]
Apple Inc. [4.19%]
Illumina, Inc. [4.06%]
Starbucks Corporation [4.03%]
Mastercard Incorporated Common [4.02%]
Visa Inc. [3.97%]
The Priceline Group Inc. [3.67%]
Equinix, Inc. [3.2%]
Click here for Stock Holding Change Map in Baron Fifth Avenue Growth Retail Fund (BFTHX)

  

Latest News on Baron Fifth Avenue Growth Retail (BFTHX) Fund

See what is happening with Baron Fifth Avenue Growth Retail Fund (BFTHX)

 

Baron Fifth Avenue Growth Retail Fund (BFTHX) Related ResourcesSee more information on Baron Fifth Avenue Growth Retail (BFTHX) Fund

Popular pages on Baron Fifth Avenue Growth Retail (BFTHX) Fund

  

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