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Baron Partners Retail BPTRX

Analyst rating as of
  • NAV / 1-Day Return 133.48  /  3.82 %
  • Total Assets 4.8 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 9%

Morningstar’s Analysis BPTRX

Will BPTRX outperform in future?

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

A rough 2022 highlights this fund’s risks.

Senior Analyst

Summary

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Despite its accomplished lead manager, Baron Partners’ sky-high risks limit its Morningstar Analyst Rating to Neutral.

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