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Baron Asset Retail (BARAX)

64.27 Down 0.45(0.70%) Jul 10

Profile as of Jun 29, 2014Get Profile for:
Baron Asset Retail
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
Phone: 800-992-2766
Fund Overview 
Category:Mid-Cap Growth
Fund Family:Baron Capital Group
Net Assets:2.78B
Year-to-Date Return:4.20%
Morningstar Rating:3 stars
Fund Inception Date:Jun 12, 1987
Morningstar Style Box 
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
Management Information 
Andrew Peck
Lead Manager since Jul 23, 2003
Andrew is a Senior Vice President.He joined Baron in 1998 as a research analyst and was named portfolio manager in 2003. From 1992 to 1994, Andrew worked at Salomon Brothers as an analyst in the Equity Capital Markets group. Andrew graduated magna cum laude from Yale College with a B.A. in History in 1991 and from Stanford Law School and Graduate School of Business with a J.D. and M.B.A. in 1998.
Investment Information 
Min Initial Investment:2,000
Min Initial Investment, IRA:2,000
Min Initial Investment, AIP:500
Min Subsequent Investment:0
Min Subsequent Investment, IRA:0
Min Subsequent Investment, AIP:50
BARAX can be purchased from 128 brokerages.

Fund Summary 
The investment seeks capital appreciation through long-term investments primarily in securities of medium-sized companies with undervalued assets or favorable growth prospects. The fund invests for the long term primarily in equity securities in the form of common stock of medium-sized growth companies with market capitalizations of between $1.5 billion and $12 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Nov 25, 2013) : 0.00
Annual Holdings Turnover (Jul 7, 2014) : 12.04%
Average for Category:70.31%
Fees & Expenses 
ExpenseBARAXCategory Avg
Annual Report Expense Ratio (net):1.32%1.33%
Prospectus Net Expense Ratio:1.32%N/A
Prospectus Gross Expense Ratio:1.32%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.39%
Max Deferred Sales Load: N/A2.36%
3 Yr Expense Projection*:418560
5 Yr Expense Projection*:723879
10 Yr Expense Projection*:1,5901,794
* Per $10,000 invested