BTECX Mutual Fund

BTECX Mutual Fund

NAV$15.63
See how much of BTECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
-
Expense Ratio
0.95%
Dividend Yield (Current)
0.73%
Holdings
47
Inception Date
Dec 31, 2021
Fund Family
Baron Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+17.91%
1 Year+20.78%
3 Year+37.57%

Asset Allocation

Stocks: 100.00%
See how much of BTECX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Dividend Yield (Current)
0.73%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BTECX Mutual Fund Overview

BTECX Mutual Fund (Baron Technology Fund Class Institutional) is managed by Baron Funds. BTECX expense ratio is 0.95%, holding 47 positions across various sectors. Inception date: 2021-12-31.

BTECX performance shows a YTD return of 17.91%. The 1-year return is 20.78%. BTECX dividend yield stands at 0.73%, paid annually.

BTECX top holdings include a diversified portfolio. Go to all BTECX holdings, BTECX sectors, or BTECX dividends.

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