BPTRX - Baron Partners Fund Retail Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Baron Partners Fund Retail Shares

Baron Select Funds

767 Fifth Avenue 49th Floor

New York, NY 10153

Management Information
Ronald Baron,Lead Manager since April 29, 2003
Ron Baron CEO, Chief Investment Officer, Portfolio Manager Baron USA Partners Fund, Baron Growth Fund, Baron Partners Fund, Baron Focused Growth Fund, Small, and SMID Strategies since inception Ron founded Baron Capital in 1982 and has 47 years of research experience. From 1970 to 1982, Ron worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, Ron worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, Ron worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyBaron Capital Group
Net Assets2.47B
YTD Return30.33%
Morningstar Rating★★★★
Inception DateApr 29, 2003

Fund Operations

Last Dividend0.12
Last Cap Gain0.00
Holdings Turnover8.09%
Average for CategoryN/A

Fees & Expenses

ExpenseBPTRXCategory Average
Annual Report Expense Ratio (net)2.03%1.18%
Prospectus Net Expense Ratio2.03%N/A
Prospectus Gross Expense Ratio2.03%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.47%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection637N/A
5 Yr Expense Projection1,093N/A
10 Yr Expense Projection2,358N/A