Baron Partners
767 Fifth Ave 49th Fl New York NY 10153
Map
Phone: 800-442-3814
| Category: | Mid-Cap Growth | | Fund Family: | Baron Capital Group | | Net Assets: | 1.21B | | Year-to-Date Return: | 16.31% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-03 |
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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. |
| 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 |
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| 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. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(25-Sep-08):
| 0.73 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 130.04% |
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| Expense | BPTRX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.46% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 585 | $716 | | 5 Yr Expense Projection*: |
$ 1,006 | $1,049 | | 10 Yr Expense Projection*: |
$ 2,180 | $2,071 |
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0.16% Nasdaq 0.00%
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