Baron Partners
767 Fifth Ave 49th Fl New York NY 10153
Map
Phone: 800-442-3814
| Category: | Mid-Cap Growth | | Fund Family: | Baron Asset | | Net Assets: | 2.68B | | Year-to-Date Return: | -15.11% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-03 |
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Ronald Baron
Lead Manager since
30-Apr-03 | | | Baron is the chairman, CEO and chief investment officer of BAMCO, Inc. He is also a senior member of BAMCOs Research team and is responsible for stock selection and the portfolio structure. He has been the portfolio manager for three other mutual funds. Baron is also a senior member of the Advisers research team and is responsible for stock selection and the portfolio structure. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund normally invests in long and short positions primarily in U.S. securities. It may invest no more than 35% of assets in short positions. The fund purchases stocks that the adviser believes are undervalued relative to their businesses' long-term growth prospects, future cash flows and asset values. It seeks securities that are believed have favorable price to value characteristics, and businesses that are well managed, have significant prospects and are attractively priced. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 1.06 | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 117.29% |
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| Expense | BPTRX | Category
Avg | | Total Expense Ratio: | 1.31%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$591 | $696 | | 5 Yr Expense Projection*: |
$1,016 | $1,084 | | 10 Yr Expense Projection*: |
$2,201 | $2,130 |
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1.47% Nasdaq 
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