Baron Real Estate Retail
Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
Map
Phone: 800-992-2766
| Category: | Real Estate | | Fund Family: | Baron Capital Group | | Net Assets: | 391.12M | | Year-to-Date Return: | 13.18% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 30, 2009 |
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Jeffrey A. Kolitch
Lead Manager since Dec 30, 2009 | | | Jeff is a vice president.Jeff joined Baron in 2005 as a research analyst and was named portfolio manager in 2009. From 1995 to 2005, Jeff worked at Goldman Sachs & Co. In 2002, he was named a managing director of the Equity Capital Markets group. From 1992 to 1993, Jeff worked at Cheviot Capital Advisors as an associate in Mergers and Acquisitions. From 1990 to 1992, Jeff worked at Bankers Trust as a financial analyst. Jeff graduated from the Wharton School of the University of Pennsylvania with a B.S. in Economics in 1990 and from the Kellogg Graduate School of Management at Northwestern University with a Masters of Management in 1995. |
| 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 normally invests 80% of net assets for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any size, or in companies which, in the opinion of the Advisor, own significant real estate assets at the time of investment ("real estate companies"). Its investments in non-U.S. companies will not exceed 25%. The fund is non-diversified. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Nov 28, 2012)
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| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 30.14% | | Average for Category: | 46.79% |
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| Expense | BREFX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.35% | 1.36% | | Prospectus Net Expense Ratio: | 1.35% | N/A | | Prospectus Gross Expense Ratio: | 2.33% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.41% | | Max Deferred Sales Load:
| N/A | 2.45% | | 3 Yr Expense Projection*: | 428 | 582 | | 5 Yr Expense Projection*: | 739 | 911 | | 10 Yr Expense Projection*: | 1,624 | 1,831 |
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0.05(0.24%) May 23