BTEEX Mutual Fund

BTEEX Mutual Fund

NAV$15.45
See how much of BTEEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
-
Expense Ratio
1.20%
Dividend Yield (Current)
0.74%
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+17.71%
1 Year+20.51%
3 Year+37.20%

Asset Allocation

Stocks: 100.00%
See how much of BTEEX 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)
0.74%
Frequency
Annually

Peer Comparison

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

BTEEX Mutual Fund Overview

BTEEX Mutual Fund (Baron Technology Fund Retail Class) is managed by Baron Funds. BTEEX expense ratio is 1.20%, holding 47 positions across various sectors. Inception date: 2021-12-31.

BTEEX performance shows a YTD return of 17.71%. The 1-year return is 20.51%. BTEEX dividend yield stands at 0.74%, paid annually.

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

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