Baron International Growth Retail
Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
Map
Phone: 800-992-2766
| Category: | Foreign Small/Mid Growth | | Fund Family: | Baron Capital Group | | Net Assets: | 54.12M | | Year-to-Date Return: | 1.67% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 30, 2008 |
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Michael Kass
Lead Manager since Dec 30, 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. |
| 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 |
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| The investment seeks capital appreciation.
The fund invests for the long term primarily in equity securities in the form of common stock of non-U.S. growth companies and seeks to diversify among several developed countries and developing countries throughout the world, although the fund's total exposure to developing countries does not exceed 30%. It may invest in securities of 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 securities that the advisor believes have favorable price-to-value characteristics. |
| Last Dividend
(Sep 7, 2011)
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| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Dec 30, 2012)
:
| 39.02% | | Average for Category: | 67.73% |
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| Expense | BIGFX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.50% | 1.60% | | Prospectus Net Expense Ratio: | 1.50% | N/A | | Prospectus Gross Expense Ratio: | 1.73% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.36% | | Max Deferred Sales Load:
| N/A | 2.33% | | 3 Yr Expense Projection*: | 474 | 707 | | 5 Yr Expense Projection*: | 818 | 1,161 | | 10 Yr Expense Projection*: | 1,791 | 2,341 |
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0.02(0.12%) May 24