BPTUX Mutual Fund

BPTUX Mutual Fund (Baron Partners Fund Class R6) is managed by Baron Funds. BPTUX expense ratio is 1.65%, holding 31 positions across sectors including Consumer Discretionary, Information Technology, Financials. Inception date: 2016-08-31.

BPTUX performance shows a YTD return of 10.02%. The 1-year return is 41.69% and the 5-year return is 12.77%. BPTUX dividend yield stands at 2.91%, paid annually.

BPTUX 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 BPTUX holdings, BPTUX sectors, or BPTUX dividends.

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