BPTRX Rating, Research - Baron Partners Retail

Baron Partners Retail (bptrx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 72

Threats + Weaknesses = 41

When strengths & opportunities substantially exceed threats & weaknesses an investment in the bptrx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Baron Partners Retail (BPTRX) Description: BPTRX is a mutual fund, which is an investment that owns a basket of assets. The BPTRX mutual fund was provided by Baron and this investment vehicle derives the majority of its value from equity holdings (stocks). Barons mutual fund has a medium management tenure and is in the large fund size classification. BPTRXs minimum initial investment amount is $2000 while the IRA minimum is $2000. BPTRXs expense ratio is roughly 1%. The latest BPTRXs front end load was 0% and the back end load was 0%. The Baron Partners Retail (BPTRX) mutual fund falls under the mid-cap growth category. BPTRX focuses its investments in USA and BPTRX is not affiliated with a particular industry or fund sector. The Baron Partners Retail (BPTRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BPTRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BPTRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets plus any borrowings for investment purposes in equity securities (see equity research) of small-cap and mid-cap companies. Small-cap or mid-cap companies are companies that, at the time of purchase, have total market capitalization within the range of companies included in the Russell 2000 Growth Index or S&P Small-Cap 600 Index, or the Russell Midcap Growth Index or S&P Mid-Cap 400 Index, respectively, as reported by the indexes as of the most recent quarter-end.

Management Analysis Update

Performance Analysis Update