Baron Capital, an asset management firm focused on delivering
alpha in growth equity investment solutions, is pleased to announce
that Baron Partners Fund (BPTRX) was named the top fund in three
different categories in Investor’s Business Daily’s (IBD) Best
Mutual Funds 2022 Awards.
Baron Partners Fund was recognized as the number one fund in the
Best U.S. Diversified Mutual Funds category, Best Growth Stock
Funds category and Best Large Cap Funds category. Baron Partners
Fund (BPTRX) had a 10-year average total return of 27.89% as of
December 31, 2021.
“At Baron Capital, we are focused on finding competitively
advantaged growth companies led by exceptional management teams,
and investing in them for the long term,” said Linda Martinson,
President of Baron Capital. “These IBD awards demonstrate the
efficacy of our approach, and it is incredibly rewarding to see
Baron Partners Fund recognized in three different categories,
including ‘Best U.S. Diversified Mutual Funds.’”
According to IBD, each award-winning fund has exceeded its
benchmark for the past one, three, five and 10 years demonstrating
its outperformance in recent market conditions as well as over the
longer term. Among funds that are at least 10 years old, only 18%
achieved this status.
Baron Partners Fund, managed by CEO Ron Baron and Michael Baron,
is a focused fund that invests primarily in U.S. companies across
capitalizations and sectors. All investments meet a stringent set
of criteria to identify exceptional, long-term growth opportunities
with durable competitive advantages. The fund is a highly
concentrated portfolio with a bias towards mid-cap companies.
About Baron Funds and Baron Capital Group
Founded in 1982, Baron Capital is known for its long-term,
fundamental, active approach to growth investing. Baron Capital was
founded as an equity research firm, and independent research has
remained at the core of its business.
Baron Funds include 19 mutual funds:
Small Cap Baron Discovery Fund (BDFFX, BDFIX) Baron
Growth Fund (BGRFX, BGRIX) Baron Small Cap Fund (BSCFX, BSFIX)
Small-Mid Cap Baron Focused Growth Fund (BFGFX,
BFGIX)
Mid Cap Baron Asset Fund (BARAX; BARIX)
Large Cap Baron Durable Advantage Fund (BDAFX, BDAIX)
Baron Fifth Avenue Growth Fund (BFTHX, BFTIX)
All Cap Baron Opportunity Fund (BIOPX, BIOIX) Baron
Partners Fund (BPTRX, BPTIX)
International Baron Emerging Markets Fund (BEXFX, BEXIX)
Baron Global Advantage Fund (BGAFX, BGAIX) Baron International
Growth Fund (BIGFX, BINIX) Baron New Asia Fund (BNAFX, BNAIX)
Sector Baron FinTech Fund (BFINX, BFIIX) Baron Health
Care Fund (BHCFX, BHCHX) Baron Real Estate Fund (BREFX, BREIX)
Baron Real Estate Income Fund (BRIFX, BRIIX) Baron Technology Fund
(BTEEX, BTECX)
Equity Allocation Baron WealthBuilder Fund (BWBFX,
BWBIX)
Other share classes are available. More information about Baron
Funds is available by calling (800) 99-BARON or by visiting
www.baronfunds.com. The adviser to Baron Funds is BAMCO, Inc., a
subsidiary of Baron Capital Group, Inc.
Investors should consider the investment objectives, risk, and
charges and expenses of the investment carefully before investing.
Baron Funds are described in prospectuses that contain this and
other information about the Funds. You should carefully read the
prospectus before investing. You can read, print, or download a
prospectus at www.BaronFunds.com/prospectus. Or call 800-99-BARON
to receive a prospectus in the mail. Baron Capital, Inc., is the
distributor of the Baron Funds.
Performance shown as-of December 31, 2021
1 Year
3 Years
5 Years
10 Years
Since Inception (1/31/1992)
BPTRX - Baron Partners Fund
31.39%
67.92%
43.58%
27.89%
16.87%
Annual expense ratio for the Retail Shares as of December 31,
2020 was 1.56% (comprised of operating expenses of 1.31% and
interest expense of 0.25%). The performance data quoted represents
past performance. Past performance is no guarantee of future
results. The investment return and principal value of an investment
will fluctuate; an investor's shares, when redeemed, may be worth
more or less than their original cost. The Adviser reimburses
certain Baron Fund expenses pursuant to a contract expiring on
August 29, 2032, unless renewed for another 11-year term and the
Fund's transfer agency expenses may be reduced by expense offsets
from an unaffiliated transfer agent, without which performance
would have been lower. Current performance may be lower or higher
than the performance data quoted. For performance information
current to the most recent month end, visit www.BaronFunds.com or
call 1-800-99BARON.
Performance for Baron Partners Fund reflects the actual
fees and expenses that were charged when the Fund was a
partnership. The predecessor partnership charged a 20% performance
fee after reaching a certain performance benchmark. If the annual
returns for the Fund did not reflect the performance fees the
returns would be higher. The Fund’s shareholders will not be
charged a performance fee. The predecessor partnership’s
performance is only for periods before the Fund’s registration
statement was effective, which was April 30, 2003. During those
periods, the predecessor partnership was not registered under the
Investment Company Act of 1940 and was not subject to its
requirements or the requirements of the Internal Revenue Code
relating to registered investment companies, which, if it were,
might have adversely affected its performance.
Performance for the Institutional Shares prior to 5/29/2009 is
based on the performance of the Retail Shares, which have a
distribution fee. The Institutional Shares do not have a
distribution fee. If the annual returns for the Institutional
Shares prior to 5/29/2009 did not reflect this fee, the returns
would be higher.
Risks: All investments are subject to risk and may lose
value. Baron Partners Fund is non-diversified which means,
in addition to increased volatility of the Fund’s returns, it will
likely have a greater percentage of its assets in a single issuer
or a small number of issuers, including in a particular industry
than a diversified fund. Single issuer risk is the possibility that
factors specific to an issuer to which the Fund is exposed will
affect the market prices of the issuer’s securities and therefore
the net asset value of the Fund. As of the date of the latest
prospectus supplement, about 40% of the Fund’s assets are invested
in Tesla stock. Therefore, the Fund is exposed to the risk that
were Tesla stock to lose significant value, which could happen
rapidly, the Fund’s performance would be adversely affected.
Specific risks associated with leverage include increased
volatility of the Fund’s returns and exposure of the Fund to
greater risk of loss in any given period.
BAMCO, Inc. is an investment adviser registered with the U.S.
Securities and Exchange Commission (SEC). Baron Capital, Inc. is a
broker-dealer registered with the SEC and member of the Financial
Industry Regulatory Authority, Inc. (FINRA).
About IBD Best Mutual Funds 2022 Awards
IBD compared the performance of 3,673 funds that have been
around for at least 10 years and found that 677 beat their
benchmark index in those four periods. Funds in 11 categories
qualified, including growth stock mutual funds, small-cap funds,
bond funds and index funds. No value funds met the performance
criteria. Each award-winning fund has beat its benchmark — the
S&P 500 for stock funds — for the past one, three, five and 10
years, showing it outperformed in recent market conditions as well
as over the longer term. Among funds at least 10 years old, that's
a feat only 18% of funds achieved.
The overview list shows the top five winners in each category
based on their 10-year average annual returns. All returns are as
of December 31, 2021
View source
version on businesswire.com: https://www.businesswire.com/news/home/20220331005210/en/
Tyler Bradford Hewes Communications, Inc. 212-207-9454
tyler@hewescomm.com
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