BPTRX – Baron Partners Retail Fund Stock Price | Morningstar

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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%

Will BPTRX outperform in future?

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

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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.

A rough 2022 highlights this fund’s risks.

Senior Analyst Adam Sabban

Senior Analyst

Summary

| by Adam Sabban Jan 5, 2023

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

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