Baron Energy and Resources Retail
Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
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Phone: 800-992-2766
| Category: | Equity Energy | | Fund Family: | Baron Capital Group | | Net Assets: | 4.00M | | Year-to-Date Return: | 11.63% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | Dec 29, 2011 |
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James Stone
Lead Manager since Dec 29, 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. |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | 2,000 | | Min Initial Investment, AIP: | 500 | | Min Subsequent Investment: | 0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 50 |
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| 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. |
| Last Dividend
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| N/A | | Last Cap Gain
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| N/A | | Annual Holdings Turnover
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| 35.74% | | Average for Category: | 46.93% |
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| Expense | BENFX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.35% | 1.52% | | Prospectus Net Expense Ratio: | 1.35% | N/A | | Prospectus Gross Expense Ratio: | 4.25% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.40% | | Max Deferred Sales Load:
| N/A | 1.92% | | 3 Yr Expense Projection*: | 428 | 3,909 | | 5 Yr Expense Projection*: | N/A | 1,476 | | 10 Yr Expense Projection*: | N/A | 2,819 |
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0.04(0.38%) May 24