Baron Partners Fund (BPTRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BPTRX
BPTRX charges 1.36% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among BPTRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | BPTRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | BPTRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | BPTRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | BPTRX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | BPTRX vs TILIX |
Best Risk-Adjusted Alternatives to BPTRX
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 | BPTRX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | BPTRX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | BPTRX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | BPTRX vs VTMGX | |
| Chase Growth Fund | 78 | Dec 2, 1997 | BPTRX vs CHASX |
Top Performing BPTRX Alternatives (YTD)
BPTRX 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 | BPTRX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | BPTRX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | BPTRX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | BPTRX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | BPTRX vs AMRGX |
Lowest Volatility Alternatives to BPTRX
BPTRX 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 | BPTRX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | BPTRX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | BPTRX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | BPTRX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | BPTRX vs PROVX |
Lowest Drawdown Alternatives to BPTRX
BPTRX 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 | BPTRX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | BPTRX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | BPTRX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | BPTRX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | BPTRX vs BBLIX |
Other Mutual Funds from Baron Capital Group, Inc.
Most popular Baron Capital Group, Inc. mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | BPTRX vs BFGFX | |
| Baron Growth Fund | Mid Cap Growth Equities | 0 | -13.64% | Dec 30, 1994 | BPTRX vs BGRFX | |
| Baron Opportunity Fund | Large Cap Growth Equities | 39 | -12.09% | Feb 29, 2000 | BPTRX vs BIOPX | |
| Baron Asset Fund | Mid Cap Growth Equities | 8 | -9.35% | Jun 12, 1987 | BPTRX vs BARAX | |
| Baron Durable Advantage Fund | Large Cap Growth Equities | 19 | -12.29% | Dec 29, 2017 | BPTRX vs BDAIX | |
| Baron Real Estate Fund | REIT | 10 | -7.81% | Dec 31, 2009 | BPTRX vs BREIX | |
| Baron Real Estate Income Fund | REIT | 13 | -0.64% | Dec 29, 2017 | BPTRX vs BRIIX | |
| Baron Small Cap Fund | Small Cap Growth Equities | 3 | -10.87% | Sep 30, 1997 | BPTRX vs BSCFX | |
| Baron Growth Fund Institutional Shares | Mid Cap Growth Equities | 0 | -13.60% | May 29, 2009 | BPTRX vs BGRIX | |
| Baron Discovery Fund | Small Cap Growth Equities | 6 | -13.78% | Sep 30, 2013 | BPTRX vs BDFIX |
Often Compared With BPTRX
What investors most often compare with BPTRX, 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.