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Baron Emerging Markets Institutional (BEXIX)

11.96 Up 0.04(0.34%) Sep 30

Profile as of Aug 30, 2014Get Profile for:
Baron Emerging Markets Institutional
Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
Map
Phone: 800-992-2766
Fund Overview 
Category:Diversified Emerging Mkts
Fund Family:Baron Capital Group
Net Assets:1.15B
Year-to-Date Return:9.00%
Yield:0.00%
Morningstar Rating:5 stars
Fund Inception Date:Dec 31, 2010
Morningstar Style Box 
Diversified Emerging Mkts
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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:1,000,000
Min Initial Investment, AIP:N/A
Min Subsequent Investment:0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
BEXIX can be purchased from 31 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. It may invest up to 20% of its net assets in developed countries and in frontier countries as defined by the MSCI Frontier Markets (FM) Index."

Fund Operations 
Last Dividend (Nov 28, 2012) : 0.17
Last Cap Gain : 0.00
Annual Holdings Turnover (Dec 30, 2013) : 14.68%
Average for Category:46.97%
Fees & Expenses 
ExpenseBEXIXCategory Avg
Annual Report Expense Ratio (net):1.25%1.55%
Prospectus Net Expense Ratio:1.25%N/A
Prospectus Gross Expense Ratio:1.80%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A5.32%
Max Deferred Sales Load: N/A1.72%
3 Yr Expense Projection*:3971,077
5 Yr Expense Projection*:6861,334
10 Yr Expense Projection*:1,5112,740
* Per $10,000 invested