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Baron Partners Retail BPTRX

Analyst rating as of
NAV / 1-Day Return
139.43  /  0.92 %
Total Assets
6.6 Bil
Adj. Expense Ratio
1.300%
Expense Ratio
1.360%
Fee Level
High
Longest Manager Tenure
19.43 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.00%
Turnover
9%

Morningstar’s Fund Analysis BPTRX

Will BPTRX outperform in future?

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Senior Analyst

Summary

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Even with a highly successful lead manager, Baron Partners receives a Morningstar Analyst Rating of Neutral because of its imprudent concentration in one stock.

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