Search Results
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Baron Durable Advantage Fund (BDAUX)
YTD total returns as of 06/05/2323.52%
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Baron Durable Advantage Fund (BDAIX)
YTD total returns as of 06/05/2323.52%
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Baron Durable Advantage Fund (BDAFX)
YTD total returns as of 06/05/2323.40%
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Baron Fifth Avenue Growth Fund (BFTUX)
YTD total returns as of 06/05/2334.47%
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Baron Fifth Avenue Growth Fund (BFTIX)
YTD total returns as of 06/05/2334.46%
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Baron Fifth Avenue Growth Fund (BFTHX)
YTD total returns as of 06/05/2334.30%
Performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor's shares, when redeemed, may be worth more or less than their original cost. The Adviser has reimbursed certain fund expenses (by contract as long as BAMCO, Inc. is the adviser to the Fund) for Baron Opportunity Fund, Baron Fifth Avenue Growth Fund, Baron Focused Growth Fund, Baron International Growth Fund, Baron Real Estate Fund, Baron Emerging Markets Funds, Baron Discovery Fund, Baron Durable Advantage Fund, Baron Real Estate income Fund and Baron WealthBuilder Fund and all Funds' transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted above.
Performance for the Institutional Shares prior to 5/29/2009, is based on the performance of the Retail Shares, which have a distribution fee. The Institutional Shares do not have a distribution fee. If the annual returns prior to 5/29/2009, did not reflect this fee, the returns would be higher.
Performance for the R6 Shares prior to January 28, 2016 is based on the Institutional Shares, and prior to May 29, 2009 is based on the Retail Shares, which have a distribution fee. The Institutional and R6 Shares do not have a distribution fee. If the annual returns for the R6 Shares prior to May 29, 2009 did not have this fee, the returns would be higher.
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron Durable Advantage Fund (BDAUX) | L | 20.94% | 12.06% | 12.80% | 12.98% | N/A | 12.50% | 1.07% | 0.70% | ||
| S&P 500 Index | 9.65% | 2.92% | 12.92% | 11.01% | N/A | 10.53% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified. 
Alex Umansky Portfolio Manager since 2011 |
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| Baron Durable Advantage Fund (BDAIX) | L | 20.94% | 12.06% | 12.80% | 12.96% | N/A | 12.50% | 1.10% | 0.70% | ||
| S&P 500 Index | 9.65% | 2.92% | 12.92% | 11.01% | N/A | 10.53% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Durable Advantage Fund (BDAFX) | L | 20.80% | 11.76% | 12.55% | 12.69% | N/A | 12.23% | 1.49% | 0.95% | ||
| S&P 500 Index | 9.65% | 2.92% | 12.92% | 11.01% | N/A | 10.53% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Fifth Avenue Growth Fund (BFTUX) | L | 30.62% | 8.36% | -2.79% | 5.32% | 11.42% | 8.41% | 0.76% | 0.75% | ||
| Russell 1000 Growth Index | 20.76% | 9.55% | 12.85% | 13.84% | 14.76% | 10.91% | |||||
| S&P 500 Index | 9.65% | 2.92% | 12.92% | 11.01% | 11.99% | 9.37% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Fifth Avenue Growth Fund (BFTIX) | L | 30.61% | 8.42% | -2.77% | 5.34% | 11.43% | 8.41% | 0.76% | 0.75% | ||
| Russell 1000 Growth Index | 20.76% | 9.55% | 12.85% | 13.84% | 14.76% | 10.91% | |||||
| S&P 500 Index | 9.65% | 2.92% | 12.92% | 11.01% | 11.99% | 9.37% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Fifth Avenue Growth Fund (BFTHX) | L | 30.47% | 8.14% | -3.02% | 5.08% | 11.15% | 8.21% | 1.03% | 1.00% | ||
| Russell 1000 Growth Index | 20.76% | 9.55% | 12.85% | 13.84% | 14.76% | 10.91% | |||||
| S&P 500 Index | 9.65% | 2.92% | 12.92% | 11.01% | 11.99% | 9.37% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation
Performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor's shares, when redeemed, may be worth more or less than their original cost. The Adviser has reimbursed certain fund expenses (by contract as long as BAMCO, Inc. is the adviser to the Fund) for Baron Opportunity Fund, Baron Fifth Avenue Growth Fund, Baron Focused Growth Fund, Baron International Growth Fund, Baron Real Estate Fund, Baron Emerging Markets Funds, Baron Discovery Fund, Baron Durable Advantage Fund, Baron Real Estate income Fund and Baron WealthBuilder Fund and all Funds' transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted above.
Performance for the Institutional Shares prior to 5/29/2009, is based on the performance of the Retail Shares, which have a distribution fee. The Institutional Shares do not have a distribution fee. If the annual returns prior to 5/29/2009, did not reflect this fee, the returns would be higher.
Performance for the R6 Shares prior to January 28, 2016 is based on the Institutional Shares, and prior to May 29, 2009 is based on the Retail Shares, which have a distribution fee. The Institutional and R6 Shares do not have a distribution fee. If the annual returns for the R6 Shares prior to May 29, 2009 did not have this fee, the returns would be higher.
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron Durable Advantage Fund (BDAUX) | L | 16.04% | -2.70% | 18.19% | 12.38% | N/A | 12.03% | 1.07% | 0.70% | ||
| S&P 500 Index | 7.50% | -7.73% | 18.60% | 11.19% | N/A | 10.47% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Durable Advantage Fund (BDAIX) | L | 16.04% | -2.70% | 18.19% | 12.38% | N/A | 12.03% | 1.10% | 0.70% | ||
| S&P 500 Index | 7.50% | -7.73% | 18.60% | 11.19% | N/A | 10.47% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Durable Advantage Fund (BDAFX) | L | 15.97% | -2.95% | 17.92% | 12.11% | N/A | 11.77% | 1.49% | 0.95% | ||
| S&P 500 Index | 7.50% | -7.73% | 18.60% | 11.19% | N/A | 10.47% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with competitive advantages. The Fund emphasizes businesses with excess free cash flow that can be returned to shareholders. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Fifth Avenue Growth Fund (BFTUX) | L | 19.71% | -25.03% | 3.15% | 4.71% | 10.85% | 7.99% | 0.76% | 0.75% | ||
| Russell 1000 Growth Index | 14.37% | -10.90% | 18.58% | 13.66% | 14.59% | 10.69% | |||||
| S&P 500 Index | 7.50% | -7.73% | 18.60% | 11.19% | 12.24% | 9.34% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Fifth Avenue Growth Fund (BFTIX) | L | 19.67% | -24.99% | 3.16% | 4.72% | 10.85% | 7.99% | 0.76% | 0.75% | ||
| Russell 1000 Growth Index | 14.37% | -10.90% | 18.58% | 13.66% | 14.59% | 10.69% | |||||
| S&P 500 Index | 7.50% | -7.73% | 18.60% | 11.19% | 12.24% | 9.34% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Fifth Avenue Growth Fund (BFTHX) | L | 19.60% | -25.18% | 2.90% | 4.45% | 10.57% | 7.79% | 1.03% | 1.00% | ||
| Russell 1000 Growth Index | 14.37% | -10.90% | 18.58% | 13.66% | 14.59% | 10.69% | |||||
| S&P 500 Index | 7.50% | -7.73% | 18.60% | 11.19% | 12.24% | 9.34% | |||||
DescriptionThe Fund invests mainly in large-sized U.S. companies with significant growth potential and competitive advantages. Diversified.
Alex Umansky Portfolio Manager since 2011 |
|||||||||||
Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation
Performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor's shares, when redeemed, may be worth more or less than their original cost. The Adviser has reimbursed certain fund expenses (by contract as long as BAMCO, Inc. is the adviser to the Fund) for Baron Opportunity Fund, Baron Fifth Avenue Growth Fund, Baron Focused Growth Fund, Baron International Growth Fund, Baron Real Estate Fund, Baron Emerging Markets Funds, Baron Discovery Fund, Baron Durable Advantage Fund, Baron Real Estate income Fund and Baron WealthBuilder Fund and all Funds' transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted above.
Performance for the Institutional Shares prior to 5/29/2009, is based on the performance of the Retail Shares, which have a distribution fee. The Institutional Shares do not have a distribution fee. If the annual returns prior to 5/29/2009, did not reflect this fee, the returns would be higher.
Performance for the R6 Shares prior to January 28, 2016 is based on the Institutional Shares, and prior to May 29, 2009 is based on the Retail Shares, which have a distribution fee. The Institutional and R6 Shares do not have a distribution fee. If the annual returns for the R6 Shares prior to May 29, 2009 did not have this fee, the returns would be higher.