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Baron Partners Institutional (BPTIX)
As of 8:06 AM EDT. Market Open.
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9/21 12:03 PM
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167.77 - YTD Return 4.74%
- Expense Ratio 1.99%
- Category Large Growth
- Last Cap Gain 83.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 6.03B
- Beta (5Y Monthly) 1.54
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 5.19%
- Last Dividend 0.22
- Inception Date Apr 30, 2003
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks (leverage) in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.
Baron Capital Group, Inc.
Fund Family
Large Growth
Fund Category
6.03B
Net Assets
2003-04-30
Inception Date
Performance Overview: BPTIX
View MoreTrailing returns as of 10/4/2024. Category is Large Growth.
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Holdings: BPTIX
View MoreTop 8 Holdings (84.23% of Total Assets)
Sector Weightings
SectorBPTIX
Consumer Cyclical 49.72%
Financial Services 23.68%
Real Estate 10.60%
Technology 7.29%
Healthcare 5.80%
Communication Services 2.07%
Industrials 0.83%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: BPTIX
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