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    Baron Energy and Resources Retail (BENFX)

    10.47 Down 0.25(2.33%) Jun 29

    Profile as of May 30, 2015Get Profile for:
    Baron Energy and Resources Retail
    Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
    Phone: 800-992-2766
    Fund Overview 
    Category:Equity Energy
    Fund Family:Baron Capital Group
    Net Assets:92.03M
    Year-to-Date Return:6.10%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 30, 2011
    Morningstar Style Box 
    Equity Energy
    [View Category Definition]
    View Top Equity Energy Funds
    About the Morningstar Style Box
    Management Information 
    James Stone
    Lead Manager since Dec 30, 2011
    James Stone is a Vice President.Jamie joined Baron in 2009 as a research analyst and was named portfolio manager in 2011. From 2007 to 2009, Jamie worked at Cambridge Investments as a principal and director of research. From 2000 to 2007, Jamie worked at UBS Securities as a managing director and senior analyst. From 1993 to 2000, Jamie worked at Schroder & Co. as a senior research analyst and was named managing director in 1998. From 1988 to 1993, Jamie worked at Kidder, Peabody & Co. as a senior research analyst. Jamie graduated from the University of Michigan with a B.A. in English Literature in 1987.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:500
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    BENFX can be purchased from 41 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund normally invests 80% of its net assets in equity securities in the form of common stock of U.S. and non-U.S. energy and resources companies and related companies and energy and resources master limited partnerships ("MLPs") of any market capitalization. Its investments in non-U.S. companies will not exceed 25%. Energy companies and MLPs are companies that the Adviser determines are principally in the energy industry, including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale and alternative energy. The fund is non-diversified.

    Fund Operations 
    Last Dividend (Sep 25, 2013) : 0.01
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 30, 2014) : 23.12%
    Average for Category:80.03%
    Fees & Expenses 
    ExpenseBENFXCategory Avg
    Annual Report Expense Ratio (net):1.35%1.44%
    Prospectus Net Expense Ratio:1.35%N/A
    Prospectus Gross Expense Ratio:1.79%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.14%
    Max Deferred Sales Load: N/A2.22%
    3 Yr Expense Projection*:428660
    5 Yr Expense Projection*:7391,031
    10 Yr Expense Projection*:1,6242,059
    * Per $10,000 invested