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Baron Partners Fund Retail Shares (BPTRX)

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191.07 +4.35    +2.33%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.53B
Type:  Fund
Market:  United States
Issuer:  Baron Capital Group
Asset Class:  Equity
Baron Partners Retail 191.07 +4.35 +2.33%

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. (ISIN: US06828M1080)
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Rating
1-Year Change28.83%
Prev. Close186.72
Risk Rating
TTM Yield0%
ROE26.37%
IssuerBaron Capital Group
Turnover0.46%
ROA10.02%
Inception Date33634
Total Assets2.53B
Expenses2.31%
Min. Investment2,000
Market Cap97.65B
CategoryLarge Growth
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Baron Partners Fund Retail Shares Share News Today


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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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 994 1020 1206 775 2998 5146
Fund Return -0.64% 1.95% 20.63% -8.16% 24.55% 17.8%
Place in category 1149 1024 1139 1036 3 10
% in Category 100 87 100 98 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 Partners Institutional 3.07B -0.43 -7.93 18.11
  Baron Small Cap Instl 2.75B 12.30 -1.25 10.49
  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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