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Baron Partners Fund Inst Shs: (MF: BPTIX)

(NASDAQ Mutual Funds) As of Aug 26, 2026 05:30 PM ET

$287.67 USD

-0.50 (-0.17%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD -5.21 86
3 months -0.49 74
6 months -1.79 86
1 Year 25.25 13
3 Year 15.62 55
5 Year 10.24 31
10 Year 23.01 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 48.76
5 Year 13.83
10 Year 25.54
Since Inception 21.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.33 16.61 NA NA
2025 -17.37 12.14 13.16 19.07
2024 -9.00 1.02 13.94 27.04
2023 23.41 15.54 -7.17 8.39
2022 -5.83 -30.54 10.00 -19.94
2021 -0.37 4.82 5.51 19.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.2124.8633.0743.47-42.4031.72149.1745.38-1.7431.914.28
% Total Return Rel to Index 0.186.648.0517.22-24.203.04130.7713.892.6410.11-7.64
% Total Return Rel to Peer 1.1012.8711.0517.34-17.5416.89123.3820.172.6612.670.78
% Perf Quintile vs Peer* 2.001.002.001.005.001.001.001.003.001.003.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.008.501.600.003.5615.366.030.180.000.000.00
Expense Ratio 0.001.041.050.951.041.051.051.061.061.081.09

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