BFTUX Mutual Fund

BFTUX Mutual Fund

NAV$81.94
See how much of BFTUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Sep 30, 2026

Net Assets
$22M
Expense Ratio
0.75%
Dividend Yield (Current)
-
Holdings
28
Inception Date
Jan 29, 2016
Fund Family
Baron Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+19.36%
1 Year+22.99%
3 Year+27.51%
5 Year+6.26%
10 Year+16.21%

Asset Allocation

Stocks: 100.00%
See how much of BFTUX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
NVDANvidia Corp13.96%
SPCXSpace Exploration Technologies8.58%
AMZNAmazon.Com Inc8.41%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd7.57%
GOOGLAlphabet Inc6.31%
Top 10 Concentration: 65.90%Report Date: Sep 30, 2026
Download all 28 holdings for BFTUX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Latest Distribution
$1.72
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BFTUX Mutual Fund Overview

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 28 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2016-01-29.

BFTUX performance shows a YTD return of 19.36%. The 1-year return is 22.99% and the 5-year return is 6.26%.

BFTUX top holdings include Nvidia Corp (14.0%), Space Exploration Technologies (8.6%), Amazon.Com Inc (8.4%), Taiwan Semiconductor Manufacturing Co Ltd (7.6%), Alphabet Inc (6.3%). 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.