Baron International Growth
767 Fifth Ave 49th Fl New York NY 10153
Map
Phone: 800-442-3814
| Category: | Foreign Small/Mid Growth | | Fund Family: | Baron Capital Group | | Net Assets: | 6.93M | | Year-to-Date Return: | 30.20% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Dec-08 |
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Michael Kass
Lead Manager since
31-Dec-08 | | | Kass is a portfolio manager with BAMCO. He has been with the company since 2007.Prior to joining the company, Kass is a portfolio manager with the Furman Selz Large Cap Growth portfolios between 1996 and 2003. He formed Artemis Advisors, LLC to acquire the Artemis Funds from ING Furman Selz in 2003. Kass spent ten years in equity investment management at ING Furman Selz. He began his career as an analyst in corporate finance at Bear, Stearns & Co. Inc 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 invests primarily in non-U.S. growth companies and seeks to diversify among several developed countries and developing countries throughout the world. It may invest in companies of any size, but expects to focus on small-sized and mid-sized companies with market capitalizations of $10 billion or less at the time of purchase. The fund also invests in private equity investments and debt securities of all types and repurchase agreements for those securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 83.77% |
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| Expense | BIGFX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.64% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ 589 | $688 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,171 |
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0.16% Nasdaq 0.00%
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