I know it has been a while but I noticed today that the fee for the Baron Partners Fund has been lowered by 0.66%. (to 1.3% for BPTIX and 1.56% for BPTRX)Thanks for posting the company holdings of BPTRX. E-Trade shows the initial purchase requirement is only $100.00 (no commissions), with no minimum dollar amount after that. Looking closer, the fund's 10 year annualized return is a decent 12.34%. However, the management expense ratio is on the high end.....2.22%. Not so noticeable during the good years, but over time investors will see a larger percentage of their gains erode. Appreciate Ron Baron's solid support for Tesla and SpaceX, but not willing to help increase his fortune. As the Sharks would say, I'm out!
As of 6/30/21 SpaceX made up ~4.3% of the fund, while TSLA is 38.1%.