3 / 5 Stars
3 3 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#107 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 31.71 percent over the past year, 15.91 percent over the past three years, 17.83 percent over the past five years, and 7.35 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.0%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||7.4%|
The investment seeks capital appreciation through investments primarily in securities of large-sized growth companies. The fund invests primarily in equity securities in the form of common stock of large-sized growth companies with market capitalizations of more than $10 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation.
Fees are Average compared to funds in the same category.
Baron Fifth Avenue Growth Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.