| 27.57 Net Asset Value | +0.47% 1 Day | +22.15% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.74% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +3.10% | 3 years | +18.83% | |
| 3 months | +9.45% | 5 years | +5.75% | |
| 1 year | +33.83% | Since inception | +12.71% |
| BPTRX | Category | |
|---|---|---|
| Performance 5-yr return | +5.75% | +6.62% |
| Expense ratio | 1.74% | 1.38% |
| Risk 5 year sharpe ratio | 0.32 | 0.34 |
| Net assets | $1.1B | $1.1B |
| Average market cap | $6.5B | $6.8B |
| Average P/E | 24.9 | 22.6 |
| Portfolio turnover | 13% | 13% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Baron Capital Group |
| Fund manager & tenure | Ronald Baron / 21 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 30.09% |
| Consumer service | 26.56% |
| Financial service | 16.18% |
| Healthcare | 10.96% |
| Utilities | 6.32% |
| ACGL Arch Capital Group Ltd | 12.97% |
| ITC ITC Holdings Corp | 12.86% |
| H Hyatt Hotels Corporation | 10.56% |
| VRSK Verisk Analytics, Inc. | 9.93% |
| FAST Fastenal Company | 9.03% |
| DKS Dick's Sporting Goods, Inc. | 7.51% |
| FDS FactSet Research Systems, Inc. | 7.24% |
| MTN Vail Resorts, Inc. | 6.62% |
| SCHW Charles Schwab Corp | 6.05% |
| CSGP CoStar Group, Inc. | 5.35% |
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