Baron Partners Fund (BPTRX)

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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

Expense Ratio

Baron Partners Fund 1.74%

Minimum Investment

Account Type Initial Investment Subsequent Investment
    By mail Online
Individual, Joint or UGMA/UTMA Accounts $2,000 $0 $10
Traditional, Roth or SIMPLE IRAs $2,000 $0 $10
Coverdell Education Savings Account $2,000 $0 $10

The minimum initial investment for the Retail Shares is $2,000 per Fund, unless you choose to invest through the Baron Automatic Investment Plan. With the plan the initial investment is $500 with subsequent monthly investments of as little as $50, which are automatically invested from your checking account. You may discontinue your monthly automatic investments once your investment has reached $2,000.

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*As of fiscal year ended 12/31/2013, the total expense ratio of the Fund's Retail Shares was 1.67% (comprised of a 1.38% expense ratio plus an interest expense of 0.29%).