BFTUX Mutual Fund

BFTUX Mutual Fund (Baron Fifth Avenue Growth Fund R6 Shares) is managed by Baron Funds with $21.8M in net assets. BFTUX expense ratio is 0.75%, holding 27 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2016-01-29.

BFTUX performance shows a YTD return of 7.61%. The 1-year return is 13.41% and the 5-year return is 5.78%. BFTUX dividend yield stands at 3.68%, paid annually.

BFTUX top holdings include Nvidia Corp (12.8%), Amazon.Com Inc (8.4%), Taiwan Semiconductor Manufacturing Co Ltd (8.3%), Alphabet Inc,class A (6.9%), Meta Platforms Inc (5.0%). Go to all BFTUX holdings, BFTUX sectors, or BFTUX dividends.

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