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BPTIX Baron Partners Institutional

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Fund BPTIX Baron Partners Institutional
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Annual Fees
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 7.23%
3 YR 7.40%
5 YR 17.25%
10 YR 7.28%
The investment seeks capital appreciation. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any size. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks (leverage) in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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