Baron Partners Fund Institutional Class (BPTIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BPTIX
BPTIX charges 1.99% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among BPTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | BPTIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | BPTIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | BPTIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | BPTIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | BPTIX vs TILIX |
Best Risk-Adjusted Alternatives to BPTIX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | BPTIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | BPTIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | BPTIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | BPTIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | BPTIX vs VTMGX |
Top Performing BPTIX Alternatives (YTD)
BPTIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | BPTIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | BPTIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | BPTIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | BPTIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | BPTIX vs AMRGX |
Lowest Volatility Alternatives to BPTIX
BPTIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | BPTIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | BPTIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | BPTIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | BPTIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | BPTIX vs PROVX |
Lowest Drawdown Alternatives to BPTIX
BPTIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | BPTIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | BPTIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | BPTIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | BPTIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | BPTIX vs BBLIX |
Other Mutual Funds from Baron Capital Group
Most popular Baron Capital Group mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 8 | -9.30% | May 29, 2009 | BPTIX vs BARIX | |
| Baron Durable Advantage Fund Retail Shares | Large Cap Growth Equities | 18 | -12.34% | Dec 29, 2017 | BPTIX vs BDAFX |
Often Compared With BPTIX
What investors most often compare with BPTIX, 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.