Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | BPTIX Insights | BPTIX Score | BPTIX Performance | BPTIX News | BPTIX Allocation | BPTIX Holdings Change

Baron Partners Instl Fund (BPTIX)

Fund performance review and position details on Baron Partners Instl Fund (BPTIX)

    Last Trade: $ on , Change: (0%)

Baron Partners Instl Fund (BPTIX) HighlightBaron Partners Instl Fund (BPTIX) Fund Summary

Baron Partners Instl Fund (BPTIX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Baron Capital Group
Net Asset: $1.68B
Yield: 0.62%
Year-to-Date Return: -0.03%
Morningstar rating: 4

 

Baron Partners Instl Fund (BPTIX) CostBaron Partners Instl Fund (BPTIX) Cost

Baron Partners Instl Fund (BPTIX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Mid-Cap Growth average): 1.06% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 17.08%

 

Baron Partners Instl Fund (BPTIX) PerformanceBaron Partners Instl Fund (BPTIX) Performance

Most current Baron Partners Instl Fund (BPTIX) Performance

1-month Performance (Mid-Cap Growth category median performance): 1.69% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 14.29% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -8.45% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 9.69% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 10.02% (7.70%)
Number of Years of positive return: 4 years
Number of Years of negative return: 2 years
3 year Alpha (Mid-Cap Growth category average): -3.39 (-2.65)
3 year Beta (Mid-Cap Growth category average): 1.28 (1.02)
3 year Sharpe Ratio: 0.61
3 year Treynor: 7.53

Baron Partners Instl Fund (BPTIX) topholdingTop Stock Holdings in Baron Partners Instl Fund (BPTIX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Tesla Motors, Inc.15.04%0.00%
CoStar Group, Inc.12.21%0.00%
Arch Capital Group Ltd.10.07%0.00%
Hyatt Hotels Corporation Class 7.59%0.00%
Vail Resorts, Inc. Common Stock7.3%0.00%
FactSet Research Systems Inc. C6.93%0.00%
CarMax Inc5.28%0.00%
Charles Schwab Corporation (The4.96%0.00%
Illumina, Inc.4.78%0.00%
Verisk Analytics, Inc.4.71%0.00%
*Note: The price change will reset to 0 after the midnight

 

Baron Partners Instl Fund (BPTIX) Portfolio AllocationBaron Partners Instl Fund (BPTIX) Fund Portfolio Allocation

Baron Partners Instl Fund (BPTIX) Fund Portfolio Allocation data as of 03/2016

Stock99.7%
Bond0%
Cash0%
Other0.3%

 

Baron Partners Instl Fund (BPTIX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Baron Partners Instl-8.459.6910.02
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)9.2612.3511.82 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Baron Partners Instl Fund (BPTIX) PerformanceOther Financial Data Web Sites on Baron Partners Instl Fund (BPTIX)

Addition research sites for Baron Partners Instl Fund (BPTIX)

 

Baron Partners Instl Fund (BPTIX) Related ResourcesSee more information on Baron Partners Instl (BPTIX) Fund

Popular pages on Baron Partners Instl (BPTIX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update