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Baron Partners Institutional BPTIX

Analyst rating as of
NAV / 1-Day Return
174.19  /  0.33 %
Total Assets
7.1 Bil
Adj. Expense Ratio
1.060%
Expense Ratio
1.960%
Fee Level
High
Longest Manager Tenure
17.83 years
Category
Mid-Cap Growth
Investment Style
Large Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
8%
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Morningstar’s Analysis

Will BPTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A massive bet leads to a downgrade.

Summary

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All share classes of Baron Partners are downgraded to a Morningstar Analyst Rating of Neutral from Bronze, as the continued growth of its top position highlights lax risk controls.

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