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Baron Partners Institutional (BPTIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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153.41-3.10 (-1.98%)
At close: 08:01PM EDT

Baron Partners Institutional

New York, NY 10153

767 Fifth Avenue 49th Floor

Baron Select Funds

Management information
,Lead manager since 27 August 2018
Michael Baron joined Baron in 2004 as a research analyst and was named co-portfolio manager of Baron WealthBuilder Fund in 2020 and Baron Partners Fund in 2018. He has 19 years of research experience. From 2003 to 2004, he worked at Glenhill Capital as a research analyst. Michael graduated from Duke University with a B.A. in Economics in 2003 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2010.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyBaron Capital Group, Inc.
Net assets6.76B
YTD return35.10%
Morningstar rating★★★★
Inception date29 Apr 2003

Fund operations

Last dividend0.22
Last cap gain75.00
Holdings turnover6.19%
Average for categoryN/A

Fees and expenses

ExpenseBPTIXCategory average
Annual report expense ratio (net)1.69%0.99%
Prospectus net expense ratio1.69%N/A
Prospectus gross expense ratio1.69%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A