BPTRX – Baron Partners Retail Fund Stock Price | Morningstar

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NAV / 1-Day Return 142.07 / +0.14 %
Total Assets 5.8 Bil
Adj. Expense Ratio

1.300%
Expense Ratio 2.240%
Distribution Fee Level High
Share Class Type No Load
Category Large Growth
Investment Style Large Growth
Min. Initial Investment 2,000
Status Open
TTM Yield —
Turnover 5%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 10:16 PM GMT+0

Will BPTRX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPTRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the BPTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of BPTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not for the faint of heart.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Partners’ extreme single-stock concentration makes it too risky of an option to recommend for most mutual fund investors.

by Adam Sabban

Rated on Jan 2, 2024 Published on Jan 2, 2024

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