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Baron Partners Fund;Retail

NAS: BPTRX

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Overview Holdings Charts Historical Quotes
BPTRX
/zigman2/quotes/203351672/realtime

$

134.40

Change

-5.63 -4.02%

May 16, 2022

YTD return

-29.63%

5 yr avg return

28.48%

Total net assets

3.01B

52 week low

52 week high

$132.69

$226.70

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 (2021)

15.36

Capital gain (YTD)

n/a

Risk Measures

Alpha

1.07

Beta

1.88

Standard deviation

12.25

R. squared

0.72

Min. Investment

Standard (taxable)

2000

IRA

n/a

Mutual Fund Prospectuses

Compare:
Indexes
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  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/bptrx

MarketWatch News on BPTRX

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

    1:22 a.m. Feb. 29, 2020

    - Barron's Online

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

    5:35 p.m. June 7, 2016

    - Barrons Blogs

  6. Manager Ron Baron’s Favorite Stock Picks

    2:49 p.m. April 23, 2016

    - Barron's Online

  8. Portfolio tune-up for 2014

    1:02 p.m. Dec. 9, 2013

    - Mark Hulbert

  9. Stocks Are Back -- And So Is Japan

    3:56 p.m. April 8, 2013

    - Barron's Online

  10. How to buy ... hedge funds

    2:01 p.m. May 10, 2012

    - MarketWatch

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

    9:00 a.m. Nov. 5, 2007

    - Chuck Jaffe

  12. audio content Look for fund managers with great history

    8:50 a.m. Oct. 29, 2007

    - Chuck Jaffe

  13. audio content Balance long-term results with consistency

    9:04 a.m. March 13, 2007

    - Chuck Jaffe

  14. Hedge-style mutual funds claim the spotlight

    7:16 a.m. March 3, 2006

    - Jonathan Burton

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

    6:54 a.m. July 1, 2005

    - Mark Hulbert

  16. Virtues of newsletter independence clear in fund arena

    12:43 a.m. April 19, 2005

    - Mark Hulbert

  17. Funds that work in a flat market

    11:24 a.m. Feb. 23, 2005

    - Thurman Smith

  18. Recent winners pick diverse mutual funds

    2:35 a.m. Feb. 10, 2005

    - Peter Brimelow

  19. Patience Pays

    1:01 a.m. Jan. 10, 2005

    - Barron's Online

Lipper Leader

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

YTD Lipper Ranking: Quintile 4 (69th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)		 % rank in category Quintile rank
YTD -29.63% -27.88% -15.10% 69% 4
1yr -0.40% -16.42% -0.80% 3% 1
3yr 41.70% 10.50% 14.60% 1% 1
5yr 28.48% 11.71% 13.00% 1% 1
10yr 22.4% 12.19% 13.7% 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

Baron/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.

Top Holdings

Company Symbol % of total net assets
Brookfield Asset Management Reinsurance Partners Ltd. BAMR 0.29
Penn National Gaming Inc. PENN 0.36
RingCentral Inc. Cl A RNG 0.38
Douglas Emmett Inc. DEI 0.42
Red Rock Resorts Inc. Cl A RRR 0.44
Cohen & Steers Inc. CNS 0.48
Brookfield Asset Management Inc. Cl A BAM 0.7
Manchester United Ltd. Cl A MANU 0.82
Gaming & Leisure Properties Inc. GLPI 1.02
MSCI Inc. MSCI 1.06
Guidewire Software Inc. GWRE 1.21
Shopify Inc. Cl A SHOP 1.23
Marriott Vacations Worldwide Corp. VAC 1.37
Iridium Communications Inc. IRDM 1.43
Adyen N.V. ADYYF 1.8
Spotify Technology S.A. SPOT 2.39
Gartner Inc. IT 2.7
Arch Capital Group Ltd. ACGL 3.36
Hyatt Hotels Corp. H 3.66
Charles Schwab Corp. SCHW 3.79
Vail Resorts Inc. MTN 3.79
FactSet Research Systems Inc. FDS 3.93
IDEXX Laboratories Inc. IDXX 6.09
CoStar Group Inc. CSGP 6.71
Tesla Inc. TSLA 50.05
/news/nonmarketwatch/company/us/bptrx

Other News on BPTRX

  1. Tracking Ron Baron's BAMCO Portfolio - Q4 2021 Update

    11:37 p.m. March 27, 2022

    - Seeking Alpha

  2. Tracking Ron Baron's BAMCO Portfolio - Q3 2021 Update

    7:36 a.m. Dec. 27, 2021

    - Seeking Alpha

  3. Tracking Ron Baron's BAMCO Portfolio - Q2 2021 Update

    4:00 a.m. Aug. 30, 2021

    - Seeking Alpha

  4. Baron Funds Q2 2021 Andrew Peck Letter

    12:20 p.m. July 22, 2021

    - Seeking Alpha

  5. Top Mutual Fund Rose 140% in a Year

    5:27 p.m. July 20, 2021

    - The Wall Street Journal Interactive Edition

  6. Tracking Ron Baron's BAMCO Portfolio - Q1 2021 Update

    7:30 a.m. July 1, 2021

    - Seeking Alpha

  7. The Pandemic Year’s Top Stock-Fund Managers

    2:20 p.m. April 13, 2021

    - The Wall Street Journal Interactive Edition

  8. The Top Stock Funds of 2020

    7:38 p.m. Jan. 28, 2021

    - The Wall Street Journal Interactive Edition

  9. Building My Mutual Funds Roth IRA

    9:19 a.m. Oct. 27, 2020

    - Seeking Alpha

  10. 7 Best Mutual Funds for Growth Stocks to Buy Today

    12:50 p.m. June 24, 2020

    - InvestorPlace.com

  11. Baron Funds 1Q 2020 Linda Martinson Letter

    7:27 a.m. April 24, 2020

    - Seeking Alpha

  12. Baron Funds 1Q 2020 Ron Baron Letter

    7:13 a.m. April 24, 2020

    - Seeking Alpha

  13. 3 Mutual Fund Misfires to Avoid - March 10, 2020

    9:22 a.m. March 10, 2020

    - Zacks.com

  15. Avoid These 3 Mutual Fund Misfires - January 29, 2020

    9:35 a.m. Jan. 29, 2020

    - Zacks.com

  16. The Best Stock-Fund Managers of 2019

    11:43 p.m. Jan. 5, 2020

    - The Wall Street Journal Interactive Edition

  18. Sales Growth Masks Problems At Zillow Group

    9:52 a.m. March 21, 2016

    - Seeking Alpha

  19. A Peak into Donald Trump's Mutual Funds

    8:00 a.m. Oct. 7, 2015

    - Zacks.com

  20. How is Baron Partners Retail Fund (BPTRX) Performing?

    5:05 a.m. Sept. 16, 2015

    - Zacks.com

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