Baron Asset
767 Fifth Ave 49th FL New York NY 10153
Map
Phone: 800-442-3814
| Category: | Mid-Cap Growth | | Fund Family: | Baron Capital Group | | Net Assets: | 2.51B | | Year-to-Date Return: | 20.70% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Jun-87 |
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Andrew Peck
Lead Manager since
23-Jul-03 | | | Peck is a vice president of BAMCO, his employer since 1998. Prior to joining the firm he worked at Salomon Brothers, Allen & Company, and Bear, Stearns. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund primarily invests in common stocks of mid-sized growth companies. It considers a mid-sized company as one having a market capitalization of $1.5 billion to $12 billion. The fund purchases stocks in businesses that the management believes could double in value in four years after purchase. |
| Last Dividend
(28-Dec-98):
| 0.04 | | Last Cap Gain
(28-May-09):
| 0.57 | | Annual Holdings Turnover
| 16.02% | | Average for Category:
| 130.04% |
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| Expense | BARAX | Category
Avg | | Total Expense Ratio: | 1.33%
| 1.46% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 421 | $716 | | 5 Yr Expense Projection*: |
$ 729 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,601 | $2,071 |
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0.16% Nasdaq 0.00%
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