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Baron Partners Fund Retail Shares (BPTRX)

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218.12 -6.20    -2.76%
27/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3B
Type:  Fund
Market:  United States
Issuer:  Baron Capital Group
Asset Class:  Equity
Baron Partners Retail 218.12 -6.20 -2.76%

BPTRX Overview

 
Find basic information about the Baron Partners Fund Retail Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BPTRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change36.64%
Prev. Close224.32
Risk Rating
TTM Yield0%
ROE26.37%
IssuerBaron Capital Group
Turnover0.46%
ROA10.02%
Inception Date33634
Total Assets3B
Expenses2.31%
Min. Investment2,000
Market Cap97.65B
CategoryLarge Growth
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Baron Partners Fund Retail Shares News


Baron New Asia Fund to Become Baron India Fund
Baron New Asia Fund to Become Baron India Fund By Investing.com - Sep 03, 2024

Baron Capital Renames Fund to Reflect Exclusive Focus on Indian Growth Equities NEW YORK--(BUSINESS WIRE)--Baron Capital, a premier asset management firm focused exclusively on...

Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1191 1234 1271 961 3369 6098
Fund Return 19.14% 23.37% 27.07% -1.31% 27.5% 19.82%
Place in category 1025 32 990 977 3 2
% in Category 94 2 91 97 1 1

Top Equity Funds by Baron Capital Group, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Baron Growth Instl 5.15B 11.23 1.17 11.02
  Baron Partners Institutional 3.7B 19.42 -1.06 20.13
  Baron Emerging Markets Institutiona 3.49B 9.23 -4.01 2.70
  Baron Small Cap Instl 3.01B 22.73 3.36 11.35
  Baron Asset Retail 2.31B 15.96 1.48 10.85

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.68B 30.62 7.78 13.76
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Vanguard Growth Index Adm 89.13B 32.05 9.66 15.58
  JPMorgan Large Cap Growth R6 69.28B 34.70 11.07 17.87

Top Holdings

Name ISIN Weight % Last Change %
  Tesla US88160R1014 38.46 431.66 -4.95%
  Arch Capital BMG0450A1053 11.08 92.34 -0.63%
  CoStar US22160N1090 8.43 72.22 -1.20%
  Hyatt US4485791028 7.78 158.46 -0.65%
Space Exploration Technologies Corp. - 5.38 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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