Baron Partners Fund (BPTRX)
Invest In Baron Funds TodayFund Description
Baron Partners Fund invests in all-cap companies with significant growth opportunities.
Fund Resources
Ron Baron invests in people.
Latest Fact Sheets
Expanded Fact Sheet - Retail Shares
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.
Invest In Baron Funds Today*As of fiscal year ended 12/31/2011 the total expense ratio of the Fund's Retail Shares was 1.71% (comprised of a 1.35% expense ratio plus an interest expense of 0.36%).