Baron Partners Fund is a focused Fund that invests mainly in U.S. companies of any size with significant growth potential. A substantial percentage of the Fund's assets are in its top 10 holdings. It also uses leverage. Non-diversified.
Is Baron Partners a risky mutual fund?
Baron Partners’ extreme single-stock concentration makes it too risky of an option to recommend for most mutual fund investors. Transparency is our policy. Learn how it impacts everything we do Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams.
What is performance for Baron Partners Fund?
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.
