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Baron Partners Retail (BPTRX)

34.50 Up 0.56(1.65%) Apr 16
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Prev Close:33.94
YTD Return*:5.37%
Net Assets*:1.63B
Yield*:N/A

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
ITC8.1316.76
ACGL7.43-4.15
H7.0911.20
CXO5.1715.10
CSGP4.922.37

Fund Basics

Morningstar Overall Rating:
Total Assets:1.63B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.38%

Performance & Risk

YTD Return:5.37%
5y Avg Return:26.52%
Rank in Category (ytd):2
% Rank in Category (ytd):0.26%
Beta (3y):1.28
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. View More
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