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Morningstar

Baron Partners Retail BPTRX

Morningstar Analyst Rating
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?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPTRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BPTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BPTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Amazing returns come with steep risks.

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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