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Baron Partners Retail (BPTRX) Fund Ranking and Research

Ranking, Research and Recommendation of Baron Partners Retail (BPTRX) Fund

    Last Trade: $48.38 on 9/22/2017, Change: -0.24 (-0.49%)

 

Graph of Baron Partners Retail Fund (BPTRX) ManagerFund Manager - Ronald Baron

Fund Manager Information

Fund Manager Tenure: 25.7 years
Similar Funds: BPTIX 
Fund Family: Baron Capital Group
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
RONALD BARON, Chairman, Chief Executive Officer, Chief Investment Officer Ron Baron graduated from Bucknell University in 1965 with a B.A. in chemistry. Before becoming a securities analyst in 1970, he was a biochemistry teaching fellow at Georgetown University and a patent examiner at the United States Patent Office. He attended law school in the evenings on scholarship at George Washington University Law School from 1966 through 1969. He began to manage money for others on a discretionary basis in 1975. In 1982, Ron founded Baron Capital, a broker dealer, and, in 1987, Baron Funds, a mutual fund management company.  Get more insights on Ronald Baron

 

Graph of Baron Partners Retail Fund (BPTRX) ProfileBaron Partners Retail Fund (BPTRX) Profile

Fund Profile and Description

Baron Partners Retail Fund seeks capital appreciation. Baron Partners Retail Fund invests for the long term primarily in securities of U.S. growth companies of any size. It purchases securities in business that the advisor believes could increase in value 100% within four subsequent years. The advisor selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition. Baron Partners Retail Fund can borrow money from banks (leverage) in an amount up to one-third of total assets. It is non-diversified.

 

Baron Partners Retail (BPTRX) Fund Strength What we like about Baron Partners Retail (BPTRX) Fund

Data for Baron Partners Retail Fund (BPTRX) as of May 30, 2016

  • Baron Partners Retail Fund (BPTRX) management has been with Baron Partners Retail Fund for 25.7 years
  • Baron Partners Retail Fund (BPTRX) has good mid-term performance (3-year return 9.40% vs 8.38% Mid-Cap Growth category median performance)
  • Baron Partners Retail Fund (BPTRX) has good Long-term performance (5-year return 9.73% vs 7.70% Mid-Cap Growth category median performance)
  • Baron Partners Retail Fund (BPTRX) ratio of up-years vs down years is greater than 2
  • Baron Partners Retail Fund (BPTRX) has an annual stock turnover rate of 17.08% vs Mid-Cap Growth average of 50.96%. It is good that Baron Partners Retail management does not trade extensively for its return.

Baron Partners Retail Fund (BPTRX) Weakness What we are cautious about Baron Partners Retail (BPTRX) Fund

Data for Baron Partners Retail Fund (BPTRX) as of May 30, 2016

  • Baron Partners Retail Fund (BPTRX) has a less-than-ideal short-term performance (1-year return -8.68% vs -5.73% Mid-Cap Growth category median performance)
  • Baron Partners Retail Fund (BPTRX) has a Morningstar rating of 3 and below
  • Baron Partners Retail Fund (BPTRX) is less safe compared to its Mid-Cap Growth peers
  • Baron Partners Retail Fund (BPTRX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.72 that is higher than category average of 13.49
  • Baron Partners Retail Fund (BPTRX) has a higher expense ratio of 1.32% than its Mid-Cap Growth average of 1.28%
  • Even though Baron Partners Retail Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Baron Partners Retail Fund (BPTRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Baron Partners Retail Fund (BPTRX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Baron Partners Retail-0.14-8.689.409.73
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)7.049.2612.3511.82Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Baron Partners Retail Fund (BPTRX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Baron Partners Retail Fund (BPTRX) Net Asset TrackingBaron Partners Retail (BPTRX) Fund Net Asset

Track net asset change of Baron Partners Retail fund (BPTRX)

DateNet Asset
05/2016$1.68B
03/2016$1.55B
02/2016$1.55B
More historic net asset information on Baron Partners Retail Fund (BPTRX)

  

Graph of Baron Partners Retail Fund (BPTRX) Portfolio TrackingBaron Partners Retail (BPTRX) Fund Portfolio Allocation

Track portfolio allocation change of Baron Partners Retail fund (BPTRX)

DateCashStockBondOther
03/20160%99.7%0%0.3%
12/20150%99.45%0%0.55%
09/20150%99.38%0%0.62%
Click here to see more historic asset allocation information on Baron Partners Retail Fund (BPTRX)

 

graph of Baron Partners Retail Fund (BPTRX) Top 10 Position TrackingTop 10 Holdings in Baron Partners Retail (BPTRX) Fund

Discover what Baron Partners Retail Fund (BPTRX) manager is buying

Mar 30, 2016
Tesla Motors, Inc. [15.04%]
CoStar Group, Inc. [12.21%]
Arch Capital Group Ltd. [10.07%]
Hyatt Hotels Corporation Class [7.59%]
Vail Resorts, Inc. Common Stock [7.3%]
FactSet Research Systems Inc. C [6.93%]
CarMax Inc [5.28%]
Charles Schwab Corporation (The [4.96%]
Illumina, Inc. [4.78%]
Verisk Analytics, Inc. [4.71%]

Dec 30, 2015
Tesla Motors, Inc. [12.94%]
CoStar Group, Inc. [11.96%]
Arch Capital Group Ltd. [8.81%]
ITC Holdings Corp. Common Stock [7.9%]
Charles Schwab Corporation (The [6.63%]
FactSet Research Systems Inc. C [6.63%]
Hyatt Hotels Corporation Class [6.43%]
Vail Resorts, Inc. Common Stock [6.23%]
Verisk Analytics, Inc. [5.86%]
CarMax Inc [5.54%]

Sep 29, 2015
Tesla Motors, Inc. [8.63%]
CoStar Group, Inc. [8.02%]
Arch Capital Group Ltd. [7.58%]
ITC Holdings Corp. Common Stock [5.48%]
FactSet Research Systems Inc. C [5.22%]
Hyatt Hotels Corporation Class [5.16%]
CarMax Inc [5%]
Verisk Analytics, Inc. [4.67%]
Charles Schwab Corporation (The [4.6%]
Click here for Stock Holding Change Map in Baron Partners Retail Fund (BPTRX)

  

Latest News on Baron Partners Retail (BPTRX) Fund

See what is happening with Baron Partners Retail Fund (BPTRX)

 

Baron Partners Retail Fund (BPTRX) Related ResourcesSee more information on Baron Partners Retail (BPTRX) Fund

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