Baron Partners Fund Quote
| BPTIX Fund | USD 199.40 4.54 2.33% |
Performance13 of 100
| Odds Of DistressLess than 16
|
Baron Partners is trading at 199.40 as of the 23rd of November 2024; that is 2.33 percent up since the beginning of the trading day. The fund's open price was 194.86. Baron Partners has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Baron Partners Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
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. More on Baron Partners Fund
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Growth Funds, Large Growth, Baron Capital Group, Inc. (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Baron Partners Fund [BPTIX] is traded in USA and was established 23rd of November 2024. Baron Partners is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 6.92 B in assets under management (AUM) with minimum initial investment of 1000 K. Baron Partners is currently producing year-to-date (YTD) return of 13.05%, while the total return for the last 3 years was -1.94%.
Check Baron Partners Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Partners Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Partners Fund Mutual Fund Constituents
| ACGL | Arch Capital Group | Stock | Financials | |
| CSGP | CoStar Group | Stock | Industrials | |
| FDS | FactSet Research Systems | Stock | Financials | |
| GWRE | Guidewire Software | Stock | Information Technology | |
| H | Hyatt Hotels | Stock | Consumer Discretionary | |
| IDXX | IDEXX Laboratories | Stock | Health Care | |
| IT | Gartner | Stock | Information Technology | |
| MTN | Vail Resorts | Stock | Consumer Discretionary |
Baron Partners Top Holders
| BWBTX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity | |
| BWBIX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity | |
| BWBFX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity | |
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity | |
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Baron Partners Risk Profiles
| Mean Deviation | 1.41 | |||
| Semi Deviation | 1.19 | |||
| Standard Deviation | 2.07 | |||
| Variance | 4.27 |
Baron Partners Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Partners financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Partners security.
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