Baron Partners Fund (BPTIX)

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Fund Description

Baron Partners Fund invests in all-cap companies with significant growth opportunities.

   

   

Fund Resources

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Ron Baron invests in people.

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Latest Fact Sheets

Standard Fact Sheet

Expanded Fact Sheet - Retail Shares

Expanded Fact Sheet - Institutional Shares


Attribution Analysis 2Q14
Attribution Analysis 2Q14

Fees & Expenses

Institutional Shares of the Baron Funds may be purchased directly from Baron with no transaction fee by submitting an application in the mail. Institutional Shares may also be purchased from a broker, dealer or other financial intermediary that may charge you a fee.

Expense Ratio

Baron Partners Fund 1.48%

Minimum Investment

Account Type Minimum Initial Investment
Individual, Joint or UGMA/UTMA Accounts $1 million
Traditional, Roth or SIMPLE IRAs $1 million
Coverdell Education Savings Account $1 million
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*As of fiscal year ended 12/31/2013, the total expense ratio of the Fund's Institutional Shares was 1.41% (comprised of a 1.11% expense ratio plus an interest expense of 0.30%).