Baron Partners Retail (BPTRX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.38%|
Performance & Risk
|5y Avg Return:||18.63%|
|Rank in Category (ytd):||23|
|% Rank in Category (ytd):||3.07%|
|Morningstar Risk Rating:||5|
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