Baron Fifth is trading at 52.22 as of the 20th of March 2025; that is 2.06 percent down since the beginning of the trading day. The fund's open price was 53.32. Baron Fifth has about a 24 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests primarily in equity securities in the form of common stock of U.S. large-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.. More on Baron Fifth Avenue
Baron Fifth Avenue [BFTIX] is traded in USA and was established 20th of March 2025. Baron Fifth is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 466.45 M in assets under management (AUM) with no minimum investment requirementsBaron Fifth Avenue is currently producing year-to-date (YTD) return of 2.78%, while the total return for the last 3 years was 13.97%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Fifth Avenue Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Baron Mutual Fund
Baron Fifth financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Fifth security.