BTEUX Mutual Fund

BTEUX Mutual Fund

NAV$15.60
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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+17.95%
1 Year+20.83%
3 Year+37.48%

Asset Allocation

Stocks: 100.00%
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Dividend Summary

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Dividend Yield (Current)
0.73%
Frequency
Annually

Peer Comparison

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

BTEUX Mutual Fund Overview

BTEUX Mutual Fund (Baron Technology Fund Class R6) is managed by Baron Funds. BTEUX expense ratio is 0.95%, holding 47 positions across various sectors. Inception date: 2021-12-31.

BTEUX performance shows a YTD return of 17.95%. The 1-year return is 20.83%. BTEUX dividend yield stands at 0.73%, paid annually.

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

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