BFIUX Mutual Fund

NAV$17.77

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%

Price Chart (6M)

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Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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. View all BFIUX holdings, sector breakdown, or dividend history.

BFIUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BFIUX alternatives are available via the screener, along with tax-loss harvesting opportunities.