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Baron Partners Retail BPTRX

Analyst rating as of
NAV / 1-Day Return
189.88  /  3.92 %
Total Assets
8.8 Bil
Adj. Expense Ratio
1.310%
Expense Ratio
1.560%
Fee Level
High
Longest Manager Tenure
18.60 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.00%
Turnover
11%
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Morningstar’s Analysis

Will BPTRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A massive bet leads to a downgrade.

Summary

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All share classes of Baron Partners are downgraded to a Morningstar Analyst Rating of Neutral from Bronze, as the continued growth of its top position highlights lax risk controls.

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