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Baron Partners (BPTRX)On Jan 6: 15.96  Up 0.07 (0.44%)  
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Profile  As of 30-Nov-09Get Profile for:
Baron Partners
767 Fifth Ave 49th Fl New York NY 10153
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Phone: 800-442-3814
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FUND OVERVIEW 
Category:Mid-Cap Growth
Fund Family:Baron Capital Group
Net Assets:1.21B
Year-to-Date Return:21.56%
Yield:0.00%
Morningstar Rating:2 stars
Fund Inception Date:30-Apr-03
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 30-Apr-03
Baron is the chairman, CEO and chief investment officer of BAMCO, Inc. He is also a senior member of BAMCO's Research team and is responsible for stock selection and the portfolio structure. He has been the portfolio manager for three other mutual funds. Baron is also a senior member of the Adviser's research team and is responsible for stock selection and the portfolio structure.
INVESTMENT INFORMATION 
Min Initial Investment:$2,000
Min Initial Investment, IRA:$2,000
Min Initial Investment, AIP:$500
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:$50
BPTRX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks capital appreciation. The fund invests for the long term primarily in equity and debt securities of U.S. growth companies of any size. It establishes long positions in securities that the Adviser believes have favorable price-to-value characteristics based on the Adviser?s assessment of their prospects for future growth and profitability, competitive advantages and their potential to increase in value 100% within four subsequent years. The fund is nondiversified.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (25-Sep-08): 0.73
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 132.16%
FEES & EXPENSES 
ExpenseBPTRXCategory
Avg
Total Expense Ratio:% 1.46%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.39%
Max Deferred Sales Load:% 2.68%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$707
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,038
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,057
* Per $10,000 invested


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