BPTIX - Baron Partners Fund Institutional Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Baron Partners Fund Institutional Shares

Baron Select Funds

767 Fifth Avenue 49th Floor

New York, NY 10153

800-992-2766
Management Information
Ronald Baron,Lead Manager since April 29, 2003
Ronald Baron is the Founder, Chairman and Chief Executive Officer of BCG and its subsidiaries. BAMCO, established in 1987, is one of its subsidiaries. Mr. Baron has managed money for others on a discretionary basis since 1975. In 1982, he established Baron Capital, Inc. He has over 50 years of research experience. From 1970 to 1982, Ron worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, Ron worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, Ron worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryMid-Cap Growth
Fund FamilyBaron Capital Group
Net Assets2.98B
YTD Return6.34%
Yield0.00%
Morningstar Rating★★★★
Inception DateMay 28, 2009

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover7.97%
Average for CategoryN/A

Fees & Expenses

ExpenseBPTIXCategory Average
Annual Report Expense Ratio (net)1.96%1.16%
Prospectus Net Expense Ratio1.96%N/A
Prospectus Gross Expense Ratio1.96%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.48%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection615N/A
5 Yr Expense Projection1,057N/A
10 Yr Expense Projection2,285N/A