BPTRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Baron Partners Retail (BPTRX) Ownership - Who owns Baron Partners Retail?

The investment seeks capital appreciation... Show more

Category: #Large Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BPTRX

Net Assets

7.06B

Fund Existence

almost 22 years

Turnover

5.19

Total Expense Ratio

2.24

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.24

Assets in Top Ten Holdings

6.3B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.86B

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

25.00

Number of Net Holdings

26.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

93.91%

Gain YTD

-16.505

Annual Yield % from dividends

0.00

Returns for 1 year

25.11

Returns for 3 years

-6.70

Returns for 5 years

260.02

Returns for 10 years

365.67

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General Information

Category LargeGrowth

Profile

Fundamentals

Details