BFINX Mutual Fund

BFINX Mutual Fund

NAV$17.51
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Fund Essentials

Net Assets
-
Expense Ratio
1.20%
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-0.58%
1 Year-6.67%
3 Year+13.58%
5 Year+4.76%

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

BFINX Mutual Fund Overview

BFINX Mutual Fund (Baron FinTech Fund Retail Class) is managed by Baron Funds. BFINX expense ratio is 1.20%, holding 45 positions across various sectors. Inception date: 2019-12-31.

BFINX performance shows a YTD return of -0.58%. The 1-year return is -6.67% and the 5-year return is 4.76%.

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

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