Baron Partners Fund Quote

BPTIX Fund  USD 176.77  3.90  2.26%   

Performance

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Odds Of Distress

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Baron Partners is trading at 176.77 as of the 20th of March 2025; that is 2.26 percent up since the beginning of the trading day. The fund's open price was 172.87. Baron Partners has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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. Baron Partners is traded on NASDAQ Exchange in the United States. More on Baron Partners Fund

Moving together with Baron Mutual Fund

  0.78FAFGX American FundsPairCorr
  0.78FFAFX American FundsPairCorr
  0.79GFACX Growth FundPairCorr
  0.78AGTHX Growth FundPairCorr
  0.78CGFFX Growth FundPairCorr

Moving against Baron Mutual Fund

  0.81MDIIX Blackrock Intern IndexPairCorr
  0.78BTMPX Ishares Msci EafePairCorr
  0.78BTMKX Blackrock InternationalPairCorr
  0.43FSMMX Fs Multi StrategyPairCorr
  0.33INTC Intel Downward RallyPairCorr

Baron Mutual Fund Highlights

Fund ConcentrationLarge Growth, Baron Capital Group, Inc. (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Baron Partners Fund [BPTIX] is traded in USA and was established 20th of March 2025. The fund is listed under Large Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 6.92 B in assets under management (AUM) with minimum initial investment of 1000 K. Baron Partners is currently producing year-to-date (YTD) return of 2.17%, while the total return for the last 3 years was 6.33%.
Check Baron Partners Probability Of Bankruptcy

Instrument Allocation

Top Baron Partners Fund Mutual Fund Constituents

ACGLArch Capital GroupStockFinancials
CSGPCoStar GroupStockReal Estate
FDSFactSet Research SystemsStockFinancials
GWREGuidewire SoftwareStockInformation Technology
HHyatt HotelsStockConsumer Discretionary
IDXXIDEXX LaboratoriesStockHealth Care
ITGartnerStockInformation Technology
MTNVail ResortsStockConsumer Discretionary
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Baron Partners Top Holders

BWBTXBaron Wealthbuilder FundMutual FundAllocation--85%+ Equity
BWBIXBaron Wealthbuilder FundMutual FundAllocation--85%+ Equity
BWBFXBaron Wealthbuilder FundMutual FundAllocation--85%+ Equity
SMIFXSound Mind InvestingMutual FundAllocation--85%+ Equity
SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
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Baron Partners Risk Profiles

Baron Partners Against Markets

Other Information on Investing in Baron Mutual Fund

Baron Partners financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Partners security.
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