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Baron Partners Fund Institutional Shares (BPTIX)

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199.40 +4.54    +2.33%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.07B
Baron Partners Institutional 199.40 +4.54 +2.33%

BPTIX Overview

 
Find basic information about the Baron Partners Fund Institutional 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 BPTIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change29.16%
Prev. Close194.86
Risk Rating
TTM Yield0%
ROE26.37%
IssuerN/A
Turnover0.46%
ROA10.02%
Inception Date39962
Total Assets3.07B
Expenses2.06%
Min. Investment1,000,000
Market Cap97.65B
CategoryLarge Growth
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Baron Partners Fund Institutional Shares Analysis


Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 996 1020 1209 781 3037 5282
Fund Return -0.43% 2.02% 20.94% -7.93% 24.88% 18.11%
Place in category 1147 1022 1138 1033 1 6
% in Category 100 87 100 97 1 2

Top Equity Funds by Baron Capital Group, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Baron Growth Instl 4.9B 4.31 -2.59 10.54
  Baron Emerging Markets Institutiona 3.58B 11.31 -4.92 2.99
  Baron Small Cap Instl 2.75B 12.30 -1.25 10.49
  Baron Partners Retail 2.53B -0.64 -8.16 17.80
  Baron Asset Retail 2.18B 8.45 -2.58 10.31

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 152.89B 22.40 4.47 13.21
  Fidelity Contrafund 128.94B 30.86 9.80 15.03
  Fidelity Contrafund K 128.94B 30.89 9.88 15.12
  Vanguard Growth Index Adm 83.57B 23.69 7.47 15.16
  JPMorgan Large Cap Growth R6 66.3B 26.92 9.12 17.38

Top Holdings

Name ISIN Weight % Last Change %
  Tesla US88160R1014 38.46 352.56 +3.80%
  Arch Capital BMG0450A1053 11.08 99.69 +1.12%
  CoStar US22160N1090 8.43 79.81 +3.65%
  Hyatt US4485791028 7.78 156.23 +0.15%
Space Exploration Technologies Corp. - 5.38 - -

Technical Summary

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