Baron Partners Fund Institutional Class (BPTIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BPTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPTIX
BPTIX charges 1.99% annually. There are 420 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | BPTIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | BPTIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BPTIX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BPTIX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | BPTIX vs TILIX |
Best Risk-Adjusted Alternatives to BPTIX
BPTIX has a PortfoliosLab risk / return rank of 35. There are 73 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | BPTIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | BPTIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | BPTIX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | BPTIX vs CHASX | |
| Voya Corporate Leaders 100 Fund Class A | 81 | — | Jun 2008 | BPTIX vs VYCAX |
Top Performing BPTIX Alternatives (YTD)
BPTIX is at -3.44% YTD. There are 394 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | BPTIX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | BPTIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | BPTIX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | BPTIX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | BPTIX vs VPMCX |
Lowest Volatility Alternatives to BPTIX
BPTIX has 30.34% 1-year volatility. There are 418 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | BPTIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | BPTIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | BPTIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BPTIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | BPTIX vs GQEPX |
Lowest Drawdown Alternatives to BPTIX
BPTIX has a 1-year max drawdown of -19.57%. There are 383 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BPTIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BPTIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BPTIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BPTIX vs MRFOX | |
| Voya Corporate Leaders 100 Fund Class A | -7.77% | — | Jun 2008 | BPTIX vs VYCAX |
Other Mutual Funds from Baron Capital
The 10 most viewed Baron Capital mutual funds shown here include BPTRX, BFGFX, BIOPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | Large Cap Growth Equities | 34 | -3.59% | — | Apr 2003 | BPTIX vs BPTRX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 20 | -0.09% | — | Jun 2008 | BPTIX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 15 | 3.65% | — | Feb 2000 | BPTIX vs BIOPX | |
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 5 | -2.34% | — | May 2009 | BPTIX vs BARIX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -7.22% | — | Dec 1994 | BPTIX vs BGRFX | |
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 20 | 0.07% | — | May 2009 | BPTIX vs BFGIX | |
| Baron Asset Fund | Mid Cap Growth Equities | 5 | -2.47% | — | Jun 1987 | BPTIX vs BARAX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 13 | 0.78% | — | Dec 2017 | BPTIX vs BWBIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | 0.54% | — | Sep 1997 | BPTIX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 11 | 2.73% | — | Dec 2017 | BPTIX vs BDAIX |
Often Compared With BPTIX
Investors most often compare BPTIX with QQQ, SPY, BDAFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BPTIX with Any Fund or Stock
Compare BPTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPTIX with funds that move differently
Baron Partners Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPTIX.
Explore BPTIX Diversifiers