Nasdaq - Delayed Quote USD

Baron Partners Institutional (BPTIX)

189.95
+3.31
+(1.77%)
At close: 8:04:11 PM EDT
Advanced Chart
Loading Chart for BPTIX
  • Previous Close 186.64
  • YTD Return -16.18%
  • Expense Ratio 1.99%
  • Category Large Growth
  • Last Cap Gain 94.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 6.66B
  • Beta (5Y Monthly) 1.36
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.22
  • Inception Date Apr 30, 2003

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks (leverage) in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.

Baron Capital Group, Inc.

Fund Family

Large Growth

Fund Category

6.66B

Net Assets

2003-04-30

Inception Date

More about Baron Partners Institutional

Performance Overview: BPTIX

View More

Trailing returns as of 5/6/2025. Category is Large Growth.

YTD Return

BPTIX
16.18%
Category
12.38%
 

1-Year Return

BPTIX
26.67%
Category
41.70%
 

3-Year Return

BPTIX
5.58%
Category
22.56%
 

5-Year Return

BPTIX
25.41%
Category
21.98%
 

People Also Watch

BPTUX Baron Partners R6
189.91
+1.77%
 
BFGIX Baron Focused Growth Fund
47.77
+1.02%
 
BIOIX Baron Opportunity Fund
47.48
+0.68%
 
BPTRX Baron Partners Retail
181.75
+1.78%
 
BDFIX Baron Discovery Fund
32.39
+1.66%
 
BFTIX Baron Fifth Avenue Growth Fund
54.79
+1.05%
 
BFGFX Baron Focused Growth Fund
45.56
+1.02%
 
BGAIX Baron Global Advantage Fund
38.95
+0.65%
 
BREIX Baron Real Estate Institutional
37.45
+0.78%
 
BGRIX Baron Growth Fund
89.76
+0.97%
 
BARIX Baron Asset Instl
99.45
+0.84%
 
SCATX Virtus Zevenbergen Innovative Gr Stk I
55.60
+2.32%
 
FELIX Fidelity Advisor Semiconductors I
77.16
+1.03%
 
BINIX Baron International Growth Fund
29.14
-0.07%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
473.53
+1.97%
 
BIOPX Baron Opportunity Fund
44.30
+0.66%
 

Holdings: BPTIX

View More

Top 8 Holdings (77.10% of Total Assets)

SymbolCompany% Assets
TSLA 35.23%
ACGL 9.09%
CSGP 8.48%
H 6.18%
SCHW 5.25%
FDS 4.50%
IT 4.32%
IDXX 4.06%

Sector Weightings

SectorBPTIX
Consumer Cyclical   51.21%
Financial Services   22.80%
Real Estate   10.66%
Technology   7.37%
Healthcare   4.39%
Communication Services   2.62%
Industrials   0.96%
Basic Materials   0.00%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
View More

Recent News: BPTIX

View More
Major Tesla shareholder backs Elon Musk's $56B pay package

Major Tesla shareholder backs Elon Musk's $56B pay package
Yahoo Finance 10 months ago
View More

Top Mutual Funds

AATIX Ancora/Thelen Small-Mid Cap I
17.63
+2.62%
 
MACGX Morgan Stanley Institutional Fund Trust Discovery Portfolio
15.32
+2.61%
 
UBVCX Undiscovered Managers Behavioral Value Fund Class C
69.72
+2.60%
 
UBVVX Undiscovered Managers Behavioral Value Fund
78.56
+2.60%
 
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
74.63
+2.60%
 
UBVAX Undiscovered Managers Behavioral Value Fund
75.84
+2.60%
 
UBVLX Undiscovered Managers Behavioral Value Fund
78.67
+2.60%
 
UBVUX Undiscovered Managers Behavioral Value Fund
77.93
+2.59%
 
UBVTX Undiscovered Managers Behavioral Value Fund
74.82
+2.59%
 
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
78.86
+2.59%
 
DNDGX Dunham Small Cap Growth Fund
18.25
+2.59%
 
UBVSX Undiscovered Managers Behavioral Value Fund Class I
78.24
+2.58%
 
MPEGX Morgan Stanley Inst Discovery I
22.67
+2.58%
 
MMCGX Morgan Stanley Inst Discovery R6
23.25
+2.56%
 
AXVIX Acclivity Small Cap Value I
16.54
+2.54%
 
AXVNX Acclivity Small Cap Value N
16.74
+2.51%
 
MIGPX Morgan Stanley Inst Global Insgt A
16.74
+2.51%
 
CCALX Conestoga Small Cap Institutional
72.68
+2.51%
 
MMEYX Victory Integrity Discovery Y
43.50
+2.50%
 
MIGIX Morgan Stanley Inst Global Insgt I
17.66
+2.50%
 
MMMMX Victory Integrity Discovery Member
38.00
+2.48%
 
BRSVX Bridgeway Small-Cap Value
33.64
+2.44%
 
UMPSX ProFunds UltraMid Cap Fund
43.84
+2.43%
 
UMPIX ProFunds UltraMid Cap Fund
56.99
+2.43%
 
TEGIX Touchstone Mid Cap Growth Inst
41.22
+2.36%
 
TEGYX Touchstone Mid Cap Growth Y
40.39
+2.36%
 
TFGRX Touchstone Mid Cap Growth R6
41.41
+2.35%
 
TEGAX Touchstone Mid Cap Growth A
37.56
+2.34%
 
PVIVX Paradigm Micro-Cap
45.88
+2.32%
 
RMBBX RMB Small Cap I
15.77
+2.27%
 
FGSCX Federated Hermes MDT Mid Cap Growth C
25.30
+2.26%
 
FGSIX Federated Hermes MDT Mid Cap Growth IS
62.39
+2.26%
 
FGSKX Federated Hermes MDT Mid Cap Growth R6
53.39
+2.26%
 
FGSAX Federated Hermes MDT Mid Cap Growth A
58.08
+2.25%
 
TASZX Third Avenue Small Cap Value Z
18.27
+2.24%
 
FSENX Fidelity Select Energy Portfolio
53.87
+2.22%
 
VSCRX Virtus KAR Small-Cap Core R6
54.42
+2.22%
 
PKSAX Virtus KAR Small-Cap Core A
49.49
+2.21%
 
PKSCX Virtus KAR Small-Cap Core C
35.64
+2.21%
 
PKSFX Virtus KAR Small-Cap Core I
54.17
+2.21%
 
FIKAX Fidelity Advisor Energy Z
44.25
+2.17%
 
WWSIX TETON Westwood SmallCap Equity I
20.85
+2.16%
 
WWSAX TETON Westwood SmallCap Equity A
18.62
+2.14%
 
WESCX TETON Westwood SmallCap Equity AAA
19.90
+2.10%
 
CSCQX Columbia Small Cap Value I S
47.29
+2.07%
 
FTVAX FullerThaler Behav Md-Cp Val A
32.16
+2.06%
 
CSVRX Columbia Small Cap Value I R
39.62
+2.06%
 
CSVYX Columbia Small Cap Value I Inst3
47.76
+2.05%
 
CSCZX Columbia Small Cap Value I Inst
47.29
+2.05%
 
LKSCX LKCM Small Cap Equity Instl
19.94
+2.05%
 
FTVCX FullerThaler Behav Md-Cp Val C
31.92
+2.05%
 
LDVIX AXS FTSE Vntr Cptl RetTrckr I
25.48
+2.04%
 
CSMIX Columbia Small Cap Value I A
40.00
+2.04%
 
CUURX Columbia Small Cap Value I Inst2
49.51
+2.04%
 
LDVAX AXS FTSE Vntr Cptl RetTrckr A
24.96
+2.00%
 
NRGEX Neuberger Berman Genesis Fund
61.26
+2.00%
 
LSVAX Loomis Sayles Small Cap Value Admin
17.88
+2.00%
 
LSSCX Loomis Sayles Small Cap Value Instl
21.06
+1.99%
 
LSCNX Loomis Sayles Small Cap Value N
21.07
+1.98%
 
COAGX Gator Capital L/S Fd
50.45
+1.98%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
473.37
+1.98%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
473.53
+1.97%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
332.13
+1.97%
 
TNVIX 1290 GAMCO Small/Mid Cap Value I
16.08
+1.97%
 
LSCRX Loomis Sayles Small Cap Value Retail
20.23
+1.97%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
98.40
+1.96%
 
FSDAX Fidelity Select Defense & Aerospace
20.36
+1.95%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
67.46
+1.95%
 
RYMMX Rydex S&P MidCap 400 Pure Value C
54.11
+1.94%
 
HWSZX Hotchkis & Wiley Small Cap Value Z
66.83
+1.94%
 
RYAVX Rydex S&P MidCap 400 Pure Value H
67.97
+1.93%
 
RYMVX Rydex S&P MidCap 400 Pure Value A
68.08
+1.93%
 
BPSIX Boston Partners Small Cap Value II I
24.90
+1.92%
 
TNVAX 1290 GAMCO Small/Mid Cap Value A
16.04
+1.91%
 
ENPIX ProFunds UltraSector Energy Fund
35.93
+1.90%
 
ENPSX ProFunds UltraSector Energy Fund
30.40
+1.88%
 
FVLZX Fidelity Advisor Value Z
32.89
+1.86%
 
VSTCX Vanguard Strategic Small-Cap Equity Inv
36.36
+1.85%
 
RYMDX Rydex Mid-Cap 1.5x Strategy H
119.24
+1.83%
 
RYAHX Rydex Mid-Cap 1.5x Strategy A
118.69
+1.83%
 
SVFCX Smead Value C
68.72
+1.82%
 
SIVIX State Street Instl Small-Cap Equity Inv
15.89
+1.79%
 
ADKSX Adirondack Small Cap
29.55
+1.79%
 
INPIX ProFunds Internet UltraSector Inv
52.51
+1.78%
 
BPTRX Baron Partners Retail
181.75
+1.78%
 
INPSX ProFunds Internet UltraSector Svc
33.30
+1.77%
 
FDSCX Fidelity Stock Selector Small Cap
34.57
+1.77%
 
FSMVX Fidelity Mid Cap Value
27.66
+1.77%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
49.01
+1.76%
 
OTIIX T. Rowe Price Small-Cap Stock I
53.68
+1.76%
 
QRSVX FPA Queens Road Small Cap Value Inv
38.68
+1.76%
 
LVAQX LSV Small Cap Value Fund
17.32
+1.76%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
61.83
+1.76%
 
LSVQX LSV Small Cap Value Institutional
17.34
+1.76%
 
ATHGX American Century Heritage R5
27.18
+1.76%
 
FSSZX Fidelity Advisor Stock Selector Sm Cp Z
34.71
+1.76%
 
FCDCX Fidelity Stock Selector Small Cap Fund
28.37
+1.76%
 
TRSSX T. Rowe Price Instl Small-Cap Stock
23.74
+1.76%
 
FCDIX Fidelity Stock Selector Small Cap Fund
34.76
+1.76%