BPTRX Mutual Fund

BPTRX Mutual Fund (Baron Partners Fund Retail Class) is managed by Baron Funds. BPTRX expense ratio is 1.91%, holding 29 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2003-04-30.

BPTRX performance shows a YTD return of -4.22%. The 1-year return is 24.94% and the 5-year return is 9.96%. BPTRX dividend yield stands at 1.74%, paid annually.

BPTRX top holdings include Space Exploration Technologies Class A (35.0%), Tesla Motors Inc (15.0%), Hyatt Hotels Corp. Class A (4.3%), Schwab Strategic T (4.3%), Msci Inc. Class A (4.2%). Go to all BPTRX holdings, BPTRX sectors, or BPTRX dividends.

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