BPTRX Mutual Fund (Baron Partners Fund Retail Class) is managed by Baron Funds. BPTRX expense ratio is 1.91%, holding 29 positions across sectors including Consumer Discretionary, Information Technology, Unknown. Inception date: 2003-04-30.

BPTRX performance shows a YTD return of 11.57%. The 1-year return is 48.38% and the 5-year return is 13.54%. BPTRX dividend yield stands at 1.50%, paid annually.

BPTRX top holdings include Tesla Inc (23.2%), Space Exploration Tech Class A (6.7%), Arch Capital Group Ltd. (5.7%), M S C I Inc. (4.7%), Hyatt Hotels Corp. Class A (4.7%). View all BPTRX holdings, sector breakdown, or dividend history.

BPTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BPTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.