Nasdaq - Delayed Quote USD

Baron Partners Institutional (BPTIX)

207.22
+3.34
+(1.64%)
As of 8:09:13 AM EDT. Market Open.
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  • Previous Close 203.88
  • YTD Return -16.18%
  • Expense Ratio 1.99%
  • Category Large Growth
  • Last Cap Gain 94.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 6.66B
  • Beta (5Y Monthly) 1.36
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.22
  • Inception Date Apr 30, 2003

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks (leverage) in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.

Baron Capital Group, Inc.

Fund Family

Large Growth

Fund Category

6.66B

Net Assets

2003-04-30

Inception Date

More about Baron Partners Institutional

Performance Overview: BPTIX

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Trailing returns as of 5/13/2025. Category is Large Growth.

YTD Return

BPTIX
16.18%
Category
12.38%
 

1-Year Return

BPTIX
26.67%
Category
41.70%
 

3-Year Return

BPTIX
5.58%
Category
22.56%
 

5-Year Return

BPTIX
25.41%
Category
21.98%
 

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Holdings: BPTIX

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Sector Weightings

SectorBPTIX
Consumer Cyclical   51.21%
Financial Services   22.80%
Real Estate   10.66%
Technology   7.37%
Healthcare   4.39%
Communication Services   2.62%
Industrials   0.96%
Basic Materials   0.00%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: BPTIX

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Research Reports: BPTIX

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