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Baron Partners Fund Inst Shs: (MF: BPTIX)

(NASDAQ Mutual Funds) As of Jul 10, 2026 05:21 PM ET

$283.97 USD

-3.85 (-1.34%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2019

Total Return %* Percentile Rank Objective
YTD 37.97 10
3 months 10.38 11
6 months 19.46 8
1 Year 20.85 21
3 Year 21.97 7
5 Year 12.90 25
10 Year 16.40 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Nov 30, 2019

1 Year 2.83
5 Year 11.40
10 Year 15.07
Since Inception 16.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 16.80 7.50 -1.66 NA
2018 3.49 11.59 2.14 -16.72
2017 12.14 14.68 1.40 1.13
2016 -2.65 3.26 3.71 0.02
2015 2.62 3.29 -10.50 2.84
2014 5.45 4.47 -4.76 5.37

Annual Return

2019201820172016201520142013201220112010
% Total Return 37.97-1.7431.914.28-2.4210.5548.0216.70-5.5131.92
% Total Return Rel to Index 10.322.6410.11-7.64-3.81-3.0815.640.70-7.6116.86
% Total Return Rel to Peer 15.182.6612.670.78-2.604.8922.145.93-1.7216.83
% Perf Quintile vs Peer* 1.003.001.003.004.002.001.002.004.001.00
% Dividends 0.000.000.000.000.220.000.000.000.000.00
% Yield 0.000.000.000.000.580.000.000.000.000.00
Capital Gains ($) 0.180.000.000.000.000.000.000.000.000.00
Expense Ratio 1.071.061.081.091.061.061.411.481.451.45

* 1 = Top 20%, 5 = Bottom 20%