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 11.57%. The 1-year return is 48.38% and the 5-year return is 13.54%. BPTRX dividend yield stands at 1.50%, paid annually.

BPTRX 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 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.