Baron Partners Fund (BPTRX) 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 BPTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPTRX
BPTRX charges 1.36% annually. There are 385 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 | BPTRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.70B | Dec 2017 | BPTRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BPTRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 378.80B | May 1998 | BPTRX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | BPTRX vs VRGWX |
Best Risk-Adjusted Alternatives to BPTRX
BPTRX has a PortfoliosLab risk / return rank of 34. There are 74 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 | BPTRX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | BPTRX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | BPTRX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | BPTRX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | BPTRX vs FDSSX |
Top Performing BPTRX Alternatives (YTD)
BPTRX is at -3.59% YTD. There are 391 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 | BPTRX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | BPTRX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | BPTRX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | BPTRX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | BPTRX vs VPMCX |
Lowest Volatility Alternatives to BPTRX
BPTRX has 30.34% 1-year volatility. There are 414 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 | BPTRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | BPTRX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | BPTRX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BPTRX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | BPTRX vs GQEPX |
Lowest Drawdown Alternatives to BPTRX
BPTRX has a 1-year max drawdown of -19.60%. There are 380 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 | BPTRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BPTRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BPTRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BPTRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BPTRX vs DNVYX |
Other Mutual Funds from Baron Capital
The 10 most viewed Baron Capital mutual funds shown here include BFGFX, BIOPX, BARIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron Focused Growth Fund | Mid Cap Growth Equities | 20 | -0.09% | — | Jun 2008 | BPTRX vs BFGFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 15 | 3.65% | — | Feb 2000 | BPTRX vs BIOPX | |
| Baron Asset Fund Institutional Class | Mid Cap Growth Equities | 5 | -2.34% | — | May 2009 | BPTRX vs BARIX | |
| Baron Growth Fund | Mid Cap Growth Equities | 1 | -7.22% | — | Dec 1994 | BPTRX vs BGRFX | |
| Baron Focused Growth Fund Institutional Shares | Mid Cap Growth Equities | 20 | 0.07% | — | May 2009 | BPTRX vs BFGIX | |
| Baron Asset Fund | Mid Cap Growth Equities | 5 | -2.47% | — | Jun 1987 | BPTRX vs BARAX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 13 | 0.78% | — | Dec 2017 | BPTRX vs BWBIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | 0.54% | — | Sep 1997 | BPTRX vs BSCFX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 11 | 2.73% | — | Dec 2017 | BPTRX vs BDAIX | |
| Baron Real Estate Income Fund | REIT | 57 | 14.38% | — | Dec 2017 | BPTRX vs BRIIX |
Often Compared With BPTRX
Investors most often compare BPTRX with ARKVX, VOO, BPTIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BPTRX with Any Fund or Stock
Compare BPTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPTRX with funds that move differently
Baron Partners Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPTRX.
Explore BPTRX Diversifiers