BPTIX Mutual Fund

BPTIX Mutual Fund (Baron Partners Fund Institutional Class) is managed by Baron Funds. BPTIX expense ratio is 1.65%, holding 29 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2009-05-29.

BPTIX performance shows a YTD return of 11.71%. The 1-year return is 45.92% and the 5-year return is 12.63%. BPTIX dividend yield stands at 1.42%, paid annually.

BPTIX top holdings include Tesla, Inc. (23.2%), Space Exploration Tech Class A (6.7%), Arch Capital Group Ltd. (5.7%), MSCI Inc|200 (4.7%), Hyatt Hotels Corp. Class A (4.7%). Go to all BPTIX holdings, BPTIX sectors, or BPTIX dividends.

BPTIX can be compared against other funds. Use BPTIX overlap to find shared positions, or BPTIX vs another fund for a side-by-side view. BPTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.