Baron Partners Retail (BPTRX)
26.72 
0.13(0.49%) May 2
| Prev Close: | 26.59 |
|---|
| YTD Return*: | 18.65% |
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| Net Assets*: | 1.02B |
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| Yield*: | N/A |
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* As of 31-Mar-13
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Headlines
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Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| ACGL | 12.97 | 19.42 |
| ITC | 12.86 | 16.89 |
| H | 10.56 | 11.33 |
| VRSK | 9.93 | 19.95 |
| FAST | 9.03 | 6.92 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.02B |
| Category: | Mid-Cap Growth |
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| Annual Report Expense Ratio (net): | 1.40% |
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Performance & Risk
| YTD Return: | 18.65% |
| 5y Avg Return: | 6.28% |
| Rank in Category (ytd): | 1 |
| % Rank in Category (ytd): | 0.14% |
| Beta (3y): | 1.25 |
| Morningstar Risk Rating: | 5 |
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. It purchases securities in business that the advisor believes could increase in value 100% within four subsequent years. The advisor selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition. The fund may borrow money from banks (leverage) in an amount up to one-third of total assets, which include assets purchased with borrowed money. It is non-diversified.
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