Baron Fifth Avenue Growth FundBFTUX

MUTUAL FUNDBamco
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$669.8M
Expense ratio
0.75%
1-year return
+22.5%
3 years, a year
+24.4%
5 years, a year
+5.2%
Holdings
27

What it aims to do.

The investment goal of Baron Fifth Avenue Growth Fund (the Fund) is capital appreciation through investments primarily in securities of large-sized growth companies.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp13.53%
AMZN Amazon.com Inc8.83%
TSM Taiwan Semiconductor Manufacturing Co Ltd7.04%
GOOGL Alphabet Inc6.62%
JOBY Space Exploration Technologies6.56%
META Meta Platforms Inc6.48%
SHOP Shopify Inc4.72%
NET Cloudflare Inc4.21%
TSLA Tesla Inc4.12%
IOT Samsara Inc3.68%

More on BFTUX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.