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Baron Fifth Avenue Growth Fund Inst Shs: (MF: BFTIX)

(NASDAQ Mutual Funds) As of Jul 15, 2026 05:39 PM ET

$75.65 USD

+0.15 (0.20%)

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, 2026

Total Return %* Percentile Rank Objective
YTD 11.72 34
3 months 24.63 6
6 months 11.72 34
1 Year 22.04 31
3 Year 27.32 3
5 Year 7.08 73
10 Year 16.76 10

* 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, 2026

1 Year 22.03
5 Year 7.08
10 Year 16.76
Since Inception 15.41

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.35 24.63 NA NA
2025 -13.42 24.93 5.72 3.31
2024 12.61 5.71 3.56 11.71
2023 19.66 16.00 -3.48 17.60
2022 -21.01 -30.55 -2.88 -7.06
2021 -1.57 13.82 -1.42 0.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.7218.1437.7457.57-50.4911.2250.8034.251.3940.96-1.76
% Total Return Rel to Index -2.02-0.0712.7231.33-32.29-17.4632.402.765.7819.17-13.70
% Total Return Rel to Peer 0.255.4318.3534.58-30.79-10.8330.885.838.2520.29-9.58
% Perf Quintile vs Peer* 3.001.001.001.005.005.001.002.001.001.005.00
% Dividends 0.000.000.000.000.000.000.030.000.000.000.00
% Yield 0.000.000.000.000.000.000.060.000.000.000.00
Capital Gains ($) 0.002.660.450.000.001.720.180.990.000.000.00
Expense Ratio 0.750.760.750.760.750.750.750.750.760.840.97

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