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Baron Fifth Avenue Growth Fund R6 Shares: (MF: BFTUX)

(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET

$66.34 USD

+1.20 (1.84%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 8.16 17
3 months 24.92 3
6 months 8.16 17
1 Year 25.13 5
3 Year 28.42 3
5 Year 9.31 87
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2025

1 Year 25.13
5 Year 9.30
10 Year NA
Since Inception 15.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -13.41 24.92 NA NA
2024 12.59 5.71 3.56 11.70
2023 19.70 15.97 -3.45 17.60
2022 -21.01 -30.56 -2.88 -7.12
2021 -1.57 13.81 -1.42 0.70
2020 -9.50 37.93 11.70 8.14

Annual Return

202520242023202220212020201920182017
% Total Return 8.1637.7057.63-50.5311.2150.7734.281.3841.02
% Total Return Rel to Index 1.9612.6731.39-32.32-17.4632.372.795.7819.22
% Total Return Rel to Peer 3.0218.3034.63-30.83-10.8430.855.858.2520.34
% Perf Quintile vs Peer* 0.000.001.005.005.001.002.001.001.00
% Dividends 0.000.000.000.000.000.030.000.000.00
% Yield 0.000.000.000.000.000.060.000.000.00
Capital Gains ($) 0.000.450.000.001.720.180.990.000.00
Expense Ratio 0.750.750.760.750.750.750.750.750.00

* 1 = Top 20%, 5 = Bottom 20%