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    Baron Asset Instl (BARIX)

    65.87 Down 0.20(0.30%) May 6

    Profile as of Apr 29, 2015Get Profile for:
    Baron Asset Instl
    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:2.87B
    Year-to-Date Return:1.72%
    Morningstar Rating:3 stars
    Fund Inception Date:May 29, 2009
    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:1,000,000
    Min Initial Investment, IRA:1,000,000
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:0
    Min Subsequent Investment, IRA:0
    Min Subsequent Investment, AIP:N/A
    BARIX can be purchased from 57 brokerages.

    Fund Summary 
    The investment seeks capital appreciation through long-term investments primarily in securities of mid-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 mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 1, 2014) : 0.00
    Annual Holdings Turnover (May 4, 2015) : 11.26%
    Average for Category:63.91%
    Fees & Expenses 
    ExpenseBARIXCategory Avg
    Annual Report Expense Ratio (net):1.04%1.31%
    Prospectus Net Expense Ratio:1.04%N/A
    Prospectus Gross Expense Ratio:1.04%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.39%
    Max Deferred Sales Load: N/A2.17%
    3 Yr Expense Projection*:331545
    5 Yr Expense Projection*:574870
    10 Yr Expense Projection*:1,2711,779
    * Per $10,000 invested