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Baron Partners Fund: (MF: BPTRX)

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

$270.46 USD

-3.67 (-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 37.60 11
3 months 10.27 13
6 months 19.25 9
1 Year 20.50 26
3 Year 21.64 9
5 Year 12.60 29
10 Year 16.09 13

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 254.09
Bear Market (10/07 - 2/09) -59.42
Bull Market (2/09 - 3/21) 569.01

Load Adjusted Returns as of Nov 30, 2019

1 Year -2.74
5 Year 9.93
10 Year 14.16
Since Inception 13.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 16.72 7.44 -1.71 NA
2018 3.42 11.52 2.06 -16.76
2017 12.03 14.61 1.34 1.07
2016 -2.72 3.20 3.66 -0.02
2015 2.55 3.21 -10.56 2.77
2014 5.37 4.41 -4.85 5.33

Annual Return

20192018201720162015201420132012201120102009
% Total Return 37.60-2.0131.544.04-2.7010.2647.6316.40-5.7331.5228.19
% Total Return Rel to Index 9.952.389.74-7.89-4.09-3.3815.240.40-7.8316.451.77
% Total Return Rel to Peer 14.812.4012.300.54-2.884.6021.745.63-1.9416.42-6.43
% Perf Quintile vs Peer* 1.003.001.003.004.003.001.003.004.001.004.00
% Dividends 0.000.000.000.000.120.000.000.000.000.000.00
% Yield 0.000.000.000.000.320.000.000.000.000.000.00
Capital Gains ($) 0.180.000.000.000.000.000.000.000.000.000.00
Expense Ratio 1.331.321.341.351.321.321.671.741.711.711.51

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