Baron Partners Fund Institutional Shares (BPTIX) Research
This fund's primary objective is to achieve capital growth. It focuses on long-term investments, predominantly in common stocks of U.S.-based growth companies, without restricting itself by market capitalization. The advisor aims to identify businesses exhibiting substantial growth prospects, durable competitive advantages, outstanding leadership, and appealing valuations. To capitalize on investment opportunities, the fund has the discretion to employ leverage, borrowing up to one-third of its total assets from banks. Notably, this fund operates as a non-diversified portfolio.
Market snapshot
- Symbol
- BPTIX
- Price
- $298.47
- Day change
- -1.26%
- Market cap
- $13.7B
- 52-week range
- 199.54-312.6
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Advisory Sustainable Growth I (BAFWX)
- Cohen & Steers Realty Shares Fund Class Z (CSJZX)
- Diamond Hill Large Cap Fund Class Y (DHLYX)
- Massachusetts Financial Research Fund A (MFRFX)
- T. Rowe Price Small-Cap Stock Fund Advisor Class (PASSX)
- T. Rowe Price All-Cap Opportunities Fund - Advisor Class (PAWAX)
- T. Rowe Price All-Cap Opportunities Fund - I Class (PNAIX)
- T. Rowe Price Communications & Technology Fund Investor Class (PRMTX)
Open Baron Partners Fund Institutional Shares (BPTIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.