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Baron Partners R6 (BPTUX)

294.74 -3.33 (-1.12%)
As of 8:05:12 AM EDT. Market Open.
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  • Previous Close 298.07
  • YTD Return 5.58%
  • Expense Ratio 1.65%
  • Category --
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 15.62B
  • Beta (5Y Monthly) 0.99
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend --
  • Inception Date Aug 31, 2016

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional 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.

Baron Capital Group, Inc.

Fund Family

--

Fund Category

15.62B

Net Assets

2016-08-31

Inception Date

Performance Overview

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Trailing returns as of 10/27/2026.

YTD Return

BPTUX
5.58%
Category
0.00%

1-Year Return

BPTUX
25.72%
Category
0.00%

3-Year Return

BPTUX
23.89%
Category
0.00%

5-Year Return

BPTUX
11.62%
Category
0.00%

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