BFIUX Mutual Fund

BFIUX 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

Performance

YTD-0.29%
1 Year-6.38%
3 Year+13.89%
5 Year+4.74%

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

BFIUX Mutual Fund Overview

BFIUX Mutual Fund (Baron FinTech Fund Class R6) is managed by Baron Funds. BFIUX expense ratio is 0.95%, holding 45 positions across various sectors. Inception date: 2019-12-31.

BFIUX performance shows a YTD return of -0.29%. The 1-year return is -6.38% and the 5-year return is 4.74%.

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

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