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    Baron Partners Instl (BPTIX)

    40.27 0.00(0.00%) Jul 31

    Profile as of Jun 29, 2015Get Profile for:
    Baron Partners Instl
    Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
    Phone: 800-992-2766
    Fund Overview 
    Category:Mid-Cap Growth
    Fund Family:Baron Capital Group
    Net Assets:2.13B
    Year-to-Date Return:6.01%
    Morningstar Rating:4 stars
    Fund Inception Date:May 29, 2009
    Morningstar Style Box 
    Mid-Cap Growth
    [View Category Definition]
    View Top Mid-Cap Growth Funds
    About the Morningstar Style Box
    Management Information 
    Ronald Baron
    Lead Manager since Jan 31, 1992
    Ron founded Baron Capital in 1982as a research analyst. From 1970 to 1982, Ron worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, Ron worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, Ron worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    BPTIX can be purchased from 54 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any size. The Adviser seeks to invest in businesses it 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.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover (Oct 5, 2010) : 30.82%
    Average for Category:49.71%
    Fees & Expenses 
    ExpenseBPTIXCategory Avg
    Annual Report Expense Ratio (net):1.06%1.30%
    Prospectus Net Expense Ratio:1.06%N/A
    Prospectus Gross Expense Ratio:1.26%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.35%
    Max Deferred Sales Load: N/A2.12%
    3 Yr Expense Projection*:400531
    5 Yr Expense Projection*:692846
    10 Yr Expense Projection*:1,5231,734
    * Per $10,000 invested