Baron Partners FundBPTIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$10.4B
Expense ratio
1.65%
1-year return
+41.7%
3 years, a year
+23.6%
5 years, a year
+12.8%
Holdings
29
What it aims to do.
The investment goal of Baron Partners Fund (the Fund) is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| TSLA Tesla Inc | 23.16% |
| JOBY Space Exploration Technologies | 15.81% |
| JOBY Space Exploration Technologies | 11.26% |
| JOBY Space Exploration Technologies | 6.69% |
| JOBY Arch Capital Group Ltd | 5.72% |
| MSCI MSCI Inc | 4.67% |
| H Hyatt Hotels Corp | 4.65% |
| SCHW Charles Schwab Corp/The | 4.41% |
| FDS FactSet Research Systems Inc | 3.93% |
| IT Gartner Inc | 3.63% |
More on BPTIX.
- BPTIX overview
- BPTIX holdings
- BPTIX risk
- BPTIX costs
- BPTIX money in and out
- BPTIX share classes
- Compare BPTIX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.