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Baron Partners Fund;Retail

NAS: BPTRX

GO
/zigman2/quotes/203351672/realtime

$

133.48

Change

+4.91 +3.82%

Jan 27, 2023

YTD return

19.65%

5 yr avg return

23.50%

Total net assets

2.14B

52 week low

52 week high

$107.12

$194.56

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.30%

12 b-1

0.25%

Turnover

9.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2022)

3.56

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.66

Beta

1.77

Standard deviation

13.50

R. squared

0.67

Min. Investment

Standard (taxable)

2000

IRA

n/a

Compare:
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/news/latest/company/us/bptrx

MarketWatch News on BPTRX

  1. Funds Get Their Mojo Back as Investors Start Buying Stocks Again

    9:31 p.m. Jan. 6, 2023

    - Barron's Online

  2. The Great Disappointment of Growth Funds

    8:30 p.m. Oct. 7, 2022

    - Barron's Online

  3. Tesla Could Be Worth $1.5 Trillion, Says Ron Baron

    12:22 a.m. Feb. 29, 2020

    - Barron's Online

  4. Ron Baron: Tesla Motors Is Going to Be Huuuge

    4:35 p.m. June 7, 2016

    - Barrons Blogs

  5. Manager Ron Baron’s Favorite Stock Picks

    1:49 p.m. April 23, 2016

    - Barron's Online

  6. Portfolio tune-up for 2014

    12:02 p.m. Dec. 9, 2013

    - Mark Hulbert

  7. Stocks Are Back -- And So Is Japan

    2:56 p.m. April 8, 2013

    - Barron's Online

  8. How to buy ... hedge funds

    1:01 p.m. May 10, 2012

    - MarketWatch

  9. audio content 'Awful fund' holds lessons for good investors

    8:00 a.m. Nov. 5, 2007

    - Chuck Jaffe

  10. audio content Look for fund managers with great history

    7:50 a.m. Oct. 29, 2007

    - Chuck Jaffe

  11. audio content Balance long-term results with consistency

    8:04 a.m. March 13, 2007

    - Chuck Jaffe

  12. Hedge-style mutual funds claim the spotlight

    6:16 a.m. March 3, 2006

    - Jonathan Burton

  13. Top performers' picks vs. those of the worst

    5:54 a.m. July 1, 2005

    - Mark Hulbert

  14. Virtues of newsletter independence clear in fund arena

    11:43 p.m. April 18, 2005

    - Mark Hulbert

Lipper Leader

Total Return: 5 Consistent Return: 4 Preservation: 1 Tax Efficiency: 5 Expense: 2

YTD Lipper Ranking: Quintile 1 (3th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 19.65% 9.24% 6.10% 3% 1
1yr -14.53% -11.37% -4.40% 72% 4
3yr 27.66% 5.82% 9.60% 1% 1
5yr 23.50% 7.64% 9.10% 1% 1
10yr 20.44% 11.54% 12.6% 1% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$279,067

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Growth Funds

Fund family

Baron Funds

Fund status

Open

Fund inception

April 30, 2003

Manager

Ronald Baron

Investment Policy

The Fund seeks capital appreciation. The Fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any size. The Fund purchases securities in businesses that the Adviser believes could increase in value 100% within four subsequent years.

/news/nonmarketwatch/company/us/bptrx

Other News on BPTRX

  1. Tracking Ron Baron's BAMCO Portfolio - Q2 2022 Update

    11:53 p.m. Oct. 2, 2022

    - Seeking Alpha

  2. Baron WealthBuilder Fund Q2 2022 Shareholder Letter

    12:52 p.m. Aug. 16, 2022

    - Seeking Alpha

  3. Baron Partners Fund Q2 2022 Shareholder Letter

    11:43 a.m. Aug. 16, 2022

    - Seeking Alpha

  4. Baron Focused Growth Fund Q2 2022 Shareholder Letter

    5:31 a.m. Aug. 16, 2022

    - Seeking Alpha

  5. Baron Discovery Fund Q2 2022 Shareholder Letter

    3:09 a.m. Aug. 16, 2022

    - Seeking Alpha

  6. Baron New Asia Fund Q2 2022 Shareholder Letter

    11:44 p.m. Aug. 15, 2022

    - Seeking Alpha

  7. Baron International Growth Fund Q2 2022 Shareholder Letter

    6:21 a.m. Aug. 13, 2022

    - Seeking Alpha

  8. Baron Emerging Markets Fund Q2 2022 Shareholder Letter

    5:36 a.m. Aug. 13, 2022

    - Seeking Alpha

  9. Baron Opportunity Fund Q2 2022 Shareholder Letter

    2:40 a.m. Aug. 13, 2022

    - Seeking Alpha

  10. Baron Real Estate Income Fund Q2 2022 Shareholder Letter

    1:57 a.m. Aug. 13, 2022

    - Seeking Alpha

  11. Baron Real Estate Fund Q2 2022 Shareholder Letter

    12:18 a.m. Aug. 13, 2022

    - Seeking Alpha

  12. Baron Small Cap Fund Q2 2022 Shareholder Letter

    8:07 p.m. Aug. 12, 2022

    - Seeking Alpha

  13. Baron Global Advantage Fund Q2 2022 Shareholder Letter

    12:22 p.m. Aug. 12, 2022

    - Seeking Alpha

  14. Baron Fifth Avenue Growth Fund Q2 2022 Shareholder Letter

    8:56 a.m. Aug. 12, 2022

    - Seeking Alpha

  15. Baron Funds - Amazon.Com, Inc.: A Long Runway For Growth

    5:36 a.m. Aug. 12, 2022

    - Seeking Alpha

  16. Baron Durable Advantage Fund Q2 2022 Shareholder Letter

    5:08 a.m. Aug. 12, 2022

    - Seeking Alpha

  17. Baron Funds Q2 2022 Report: Letter From Linda

    8:24 a.m. Aug. 11, 2022

    - Seeking Alpha

  18. Tracking Ron Baron's BAMCO Portfolio - Q1 2022 Update

    10:04 p.m. June 23, 2022

    - Seeking Alpha

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