Dow Up0.26% Nasdaq Down1.07%

Baron International Growth Retail (BIGFX)

19.20 Down 0.10(0.52%) Sep 15

Profile as of Aug 30, 2014Get Profile for:
Baron International Growth Retail
Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
Phone: 800-992-2766
Fund Overview 
Category:Foreign Small/Mid Growth
Fund Family:Baron Capital Group
Net Assets:69.34M
Year-to-Date Return:3.33%
Morningstar Rating:2 stars
Fund Inception Date:Dec 31, 2008
Morningstar Style Box 
Foreign Small/Mid Growth
[View Category Definition]
View Top Foreign Small/Mid Growth Funds
About the Morningstar Style Box
Management Information 
Michael Kass
Lead Manager since Dec 31, 2008
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:2,000
Min Initial Investment, IRA:2,000
Min Initial Investment, AIP:500
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
BIGFX can be purchased from 64 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of non-U.S. growth companies. It seeks to diversify its investments among several developed countries and developing countries throughout the world, although the fund's total exposure to developing countries will not exceed 30%. For the purpose of the 30% restriction, developing countries include countries in the MSCI Emerging Markets (EM) Index, countries in the MSCI Frontier Markets (FM) Index and other countries determined by the Adviser to be developing countries based on classifications.

Fund Operations 
Last Dividend (Sep 7, 2011) : 0.04
Last Cap Gain : 0.00
Annual Holdings Turnover (Dec 30, 2012) : 41.00%
Average for Category:52.77%
Fees & Expenses 
ExpenseBIGFXCategory Avg
Annual Report Expense Ratio (net):1.50%1.53%
Prospectus Net Expense Ratio:1.50%N/A
Prospectus Gross Expense Ratio:1.74%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.10%
Max Deferred Sales Load: N/A2.24%
3 Yr Expense Projection*:474718
5 Yr Expense Projection*:8181,141
10 Yr Expense Projection*:1,7912,275
* Per $10,000 invested