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 419 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BPTIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BPTIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BPTIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BPTIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BPTIX vs VIGAX |
Best Risk-Adjusted Alternatives to BPTIX
BPTIX has a PortfoliosLab risk / return rank of 73. There are 30 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | BPTIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | BPTIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | BPTIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | BPTIX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | BPTIX vs VHCAX |
Top Performing BPTIX Alternatives (YTD)
BPTIX is at 12.61% YTD. There are 101 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | BPTIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | BPTIX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | BPTIX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | BPTIX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | BPTIX vs CTCAX |
Lowest Volatility Alternatives to BPTIX
BPTIX has 28.94% 1-year volatility. There are 414 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | BPTIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | BPTIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | BPTIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | BPTIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | BPTIX vs BLUEX |
Lowest Drawdown Alternatives to BPTIX
BPTIX has a 1-year max drawdown of -10.64%. There are 59 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 Group
The 2 most viewed Baron Capital Group mutual funds shown here include BARIX, BDAFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 17 | 11.12% | — | May 2009 | BPTIX vs BARIX | |
| Baron Durable Advantage Fund Retail Shares | Large Cap Growth Equities | 18 | 4.84% | — | Dec 2017 | BPTIX vs BDAFX |
Often Compared With BPTIX
Investors most often compare BPTIX with BPTRX, BFGIX, QQQ. These 20 comparison targets span 6 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