BPTIX Mutual Fund

BPTIX Mutual Fund (Baron Partners Fund Institutional Class) is managed by Baron Funds. BPTIX expense ratio is 1.65%, holding 31 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2009-05-29.

BPTIX performance shows a YTD return of 6.85%. The 1-year return is 25.72% and the 5-year return is 12.77%. BPTIX dividend yield stands at 0.68%, paid annually.

BPTIX top holdings include Space Exploration Technologies Class A (35.0%), Tesla Inc (15.0%), Hyatt Hotels Corp. Class A (4.3%), Schwab Strategic T (4.3%), M S C I Inc. (4.2%). Go to all BPTIX holdings, BPTIX sectors, or BPTIX dividends.

BPTIX can be compared against other funds. Use BPTIX overlap to find shared positions, or BPTIX vs another fund for a side-by-side view. BPTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.