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 6.53%. BFTUX dividend yield stands at 3.68%, paid annually.

BFTUX top holdings include Nvidia Corp. (13.5%), Amazon.Com Inc (8.8%), Taiwan Semiconductor - Adr (7.0%), Alphabet Inc. C (6.6%), Space Exploration Tech Class A (6.6%). 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.