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BPTRX
Baron Partners Fund
Analysis
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Holdings
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Performance
Similar Mutual Funds
BPTRX
Similar Mutual Funds
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Portfolio
Select Columns
Name
Price
Price Change
Price Target
Smart Score
Expense Ratio
Asset Under Management
Follow
VNLRX
Virtus SGA New Leaders Growth Fund Class R6
$9.42
0.91%
7.18M
VNLAX
Virtus SGA New Leaders Growth Fund Class A
$9.29
1.34%
7.18M
VNLIX
Virtus SGA New Leaders Growth Fund Class I
$9.36
1.09%
7.18M
VNLCX
Virtus SGA New Leaders Growth Fund Class C
$9.08
2.09%
7.18M
IGOAX
Rational Inflation Growth Fund Cl A
$10.25
1.52%
3.02M
UGTCX
Victory Growth and Tax Strategy Fund Class C
―
1.58%
847.05M
UGTAX
Victory Growth and Tax Strategy Fund Class A
―
0.85%
847.05M
ACDFX
Disciplined Growth Fund - G Class
$26.64
0.01%
862.52M
UGTIX
Victory Growth and Tax Strategy Fund Institutional Shares
―
0.55%
847.05M
FRAGX
Aggressive Growth Allocation Index Fund
―
0.03%
1.22M
Performance Comparison
3m
6m
1y
YTD
3y
5y
Ticker
Company Name
Price
$ Change
% Change
VNLRX
Virtus SGA New Leaders Growth Fund Class R6
8.14
0.94
13.06%
VNLAX
Virtus SGA New Leaders Growth Fund Class A
8.03
0.92
12.94%
VNLIX
Virtus SGA New Leaders Growth Fund Class I
8.09
0.93
12.99%
VNLCX
Virtus SGA New Leaders Growth Fund Class C
7.85
0.90
12.95%
IGOAX
Rational Inflation Growth Fund Cl A
9.49
0.13
1.39%
UGTCX
Victory Growth and Tax Strategy Fund Class C
27.65
4.97
21.91%
UGTAX
Victory Growth and Tax Strategy Fund Class A
27.88
5.18
22.82%
ACDFX
Disciplined Growth Fund - G Class
24.08
1.61
7.17%
UGTIX
Victory Growth and Tax Strategy Fund Institutional Shares
27.95
5.26
23.18%
FRAGX
Aggressive Growth Allocation Index Fund
11.57
2.39
26.03%
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