BFIIX Mutual Fund

BFIIX Mutual Fund

NAV$17.77
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Fund Essentials

Net Assets
-
Expense Ratio
0.95%
Dividend Yield (Current)
-
Holdings
45
Inception Date
Dec 31, 2019
Fund Family
Baron Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD-0.34%
1 Year-6.43%
3 Year+13.87%
5 Year+5.03%

Asset Allocation

Stocks: 99.35%
Other: 0.65%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BFIIX Mutual Fund Overview

BFIIX Mutual Fund (Baron FinTech Fund Class Institutional) is managed by Baron Funds. BFIIX expense ratio is 0.95%, holding 45 positions across various sectors. Inception date: 2019-12-31.

BFIIX performance shows a YTD return of -0.34%. The 1-year return is -6.43% and the 5-year return is 5.03%.

BFIIX top holdings include a diversified portfolio. Go to all BFIIX holdings, BFIIX sectors, or BFIIX dividends.

BFIIX can be compared against other funds. Use BFIIX overlap to find shared positions, or BFIIX vs another fund for a side-by-side view. BFIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.