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Baron Partners Instl (BPTIX)

36.93 Up 0.34(0.93%) Sep 16
Prev Close:36.59
YTD Return*:10.77%
Net Assets*:1.79B
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
TSLA7.5988.87
H7.1422.81
ITC7.0118.06
ACGL6.59-6.97
AL5.4325.29

Fund Basics

Morningstar Overall Rating:
Total Assets:1.79B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.11%

Performance & Risk

YTD Return:10.77%
5y Avg Return:21.81%
Rank in Category (ytd):2
% Rank in Category (ytd):0.26%
Beta (3y):1.30
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation. The fund will invest 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, strong, visionary 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. View More
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