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Baron Partners Fund (BPTUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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134.41-0.82 (-0.61%)
At close: 08:00PM EDT

Baron Partners Fund

New York, NY 10153

767 Fifth Avenue 49th Floor

Baron Select Funds

Management Information
,Lead Manager since August 27, 2018
Mr. Michael Baron has worked at BAMCO as an analyst since September of 2004. From 2003 to 2004, Mr. Michael Baron worked at Glenhill Capital as a research analyst.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyBaron Capital Group, Inc.
Net Assets6.72B
YTD Return3.40%
Morningstar Rating★★★★★
Inception DateMay 28, 2009

Fund Operations

Last DividendN/A
Last Cap Gain80.00
Holdings Turnover10.70%
Average for CategoryN/A

Fees & Expenses

ExpenseBPTUXCategory Average
Annual Report Expense Ratio (net)1.96%1.09%
Prospectus Net Expense Ratio1.96%N/A
Prospectus Gross Expense Ratio1.96%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A