Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Baron FinTech Fund (BFIUX)

16.81
+0.12
+(0.72%)
At close: 8:00:07 PM EDT
Loading Chart for BFIUX
  • Previous Close 16.69
  • YTD Return -1.31%
  • Expense Ratio 0.95%
  • Category Technology
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 67.84M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 11.00%
  • Last Dividend --
  • Inception Date Dec 31, 2019

Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities. The fund is non-diversified.

Baron Capital Group, Inc.

Fund Family

Technology

Fund Category

67.84M

Net Assets

2019-12-31

Inception Date

Performance Overview: BFIUX

View More

Trailing returns as of 4/11/2025. Category is Technology.

YTD Return

BFIUX
1.31%
Category
12.31%
 

1-Year Return

BFIUX
14.29%
Category
53.90%
 

3-Year Return

BFIUX
7.38%
Category
27.50%
 

5-Year Return

BFIUX
14.90%
Category
28.80%
 

People Also Watch

Holdings: BFIUX

View More

Sector Weightings

SectorBFIUX
Technology   27.12%
Industrials   3.92%
Real Estate   1.07%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: BFIUX

View More

Research Reports: BFIUX

View More

Top Mutual Funds