BPTUX Mutual Fund

BPTUX Mutual Fund (Baron Partners Fund Class R6) is managed by Baron Funds. BPTUX expense ratio is 1.65%, holding 29 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2016-08-31.

BPTUX performance shows a YTD return of 11.70%. The 1-year return is 48.74% and the 5-year return is 16.23%. BPTUX dividend yield stands at 2.90%, paid annually.

BPTUX 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 BPTUX holdings, BPTUX sectors, or BPTUX dividends.

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