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Baron Partners Fund Institutional Shares (BPTIX)

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227.76 -6.47    -2.76%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Baron Capital Group
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.7B
Baron Partners Institutional 227.76 -6.47 -2.76%

Baron Partners Fund Institutional Shares 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. (ISIN: US06828M4050)
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Rating
1-Year Change35.42%
Prev. Close234.23
Risk Rating
TTM Yield0%
ROE26.37%
IssuerBaron Capital Group
Turnover0.46%
ROA10.02%
Inception Date39962
Total Assets3.7B
Expenses2.06%
Min. Investment1,000,000
Market Cap97.65B
CategoryLarge Growth
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Baron Partners Fund Institutional Shares Analysis


David Trainer
A Misunderstood And Overvalued Growth Stock By David Trainer - Jul 27, 2017

Despite being in business for nearly thirty years, and having a core product dependent on manual human labor, this company is priced like a high-flying Silicon Valley start-up with...

Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1194 1235 1274 969 3413 6260
Fund Return 19.42% 23.45% 27.4% -1.06% 27.83% 20.13%
Place in category 1017 29 982 974 1 1
% in Category 94 2 90 97 1 1

Top Equity Funds by Baron Capital Group, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Baron Growth Instl 5.15B 11.23 1.17 11.02
  Baron Emerging Markets Institutiona 3.49B 9.23 -4.01 2.70
  Baron Small Cap Instl 3.01B 22.73 3.36 11.35
  Baron Partners Retail 3B 19.14 -1.31 19.82
  Baron Asset Retail 2.31B 15.96 1.48 10.85

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.68B 30.62 7.78 13.76
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Vanguard Growth Index Adm 89.13B 32.05 9.66 15.58
  JPMorgan Large Cap Growth R6 69.28B 34.70 11.07 17.87

Top Holdings

Name ISIN Weight % Last Change %
  Tesla US88160R1014 38.46 431.66 -4.95%
  Arch Capital BMG0450A1053 11.08 92.34 -0.63%
  CoStar US22160N1090 8.43 72.22 -1.20%
  Hyatt US4485791028 7.78 158.46 -0.65%
Space Exploration Technologies Corp. - 5.38 - -

Technical Summary

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