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    Baron Emerging Markets Institutional (BEXIX)

    10.52 Up 0.07(0.67%) May 25

    Profile as of Apr 29, 2016Get Profile for:
    Baron Emerging Markets Institutional
    Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
    Phone: 800-992-2766
    Fund Overview 
    Category:Diversified Emerging Mkts
    Fund Family:Baron Capital Group
    Net Assets:1.83B
    Year-to-Date Return:1.79%
    Morningstar Rating:5 stars
    Fund Inception Date:Dec 31, 2010
    Morningstar Style Box 
    Diversified Emerging Mkts
    [View Category Definition]
    View Top Diversified Emerging Mkts Funds
    About the Morningstar Style Box
    Management Information 
    Michael Kass
    Lead Manager since Dec 31, 2010
    Kass is a Vice President.Michael joined Baron in 2007 as a portfolio manager having research experience. From 2003 to 2007, Michael was a managing principal of Artemis Advisors, LLC, which he formed to acquire the Artemis Funds, a long-short equity strategy he co-founded in 1998. From 1993 to 2003, Michael worked at ING Furman Selz as a director of proprietary trading and was named senior managing director and portfolio manager in 1996. From 1989 to 1993, he worked at Lazard Frères as an associate in investment banking. From 1987 to 1989, Michael worked at Bear Stearns & Co. as a corporate finance analyst. Michael graduated summa cum laude from Tulane University with a B.A. in Economics in 1987.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    BEXIX can be purchased from 44 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 growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets (EM) Index and other countries determined by the Adviser to be developing countries based on classifications.

    Fund Operations 
    Last Dividend (Dec 2, 2015) : 0.04
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 23, 2016) : 26.34%
    Average for Category:60.23%
    Fees & Expenses 
    ExpenseBEXIXCategory Avg
    Annual Report Expense Ratio (net):1.20%1.51%
    Prospectus Net Expense Ratio:1.20%N/A
    Prospectus Gross Expense Ratio:1.20%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A4.94%
    Max Deferred Sales Load: N/A1.50%
    3 Yr Expense Projection*:381774
    5 Yr Expense Projection*:6601,285
    10 Yr Expense Projection*:1,4552,586
    * Per $10,000 invested