Baron Retirement Income
767 Fifth Ave 49th Fl New York NY 10153
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Phone: 800-442-3814
| Category: | Mid-Cap Growth | | Fund Family: | Baron Capital Group | | Net Assets: | 40.32M | | Year-to-Date Return: | 25.04% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jun-08 |
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Ronald Baron
Lead Manager since
30-Jun-08 | | | Baron is the chairman, CEO and chief investment officer of BAMCO, Inc. He is also a senior member of BAMCO's Research team and is responsible for stock selection and the portfolio structure. He has been the portfolio manager for three other mutual funds. Baron is also a senior member of the Adviser's research team and is responsible for stock selection and the portfolio structure. |
| 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 U.S. securities of small- and mid-sized growth companies. A small-sized growth company is defined as one having a market capitalization of less than $2.5 billion at the time of purchase. A mid-sized growth company is defined as one having a market capitalization of $2.5 billion to $10 billion at the time of purchase. Because of its long-term approach, the fund could have a significant percentage of its assets invested in securities that have appreciated beyond their original market cap ranges. The fund is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(22-Dec-08):
| 0.40 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 130.04% |
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| Expense | BRIFX | Category
Avg | | Total Expense Ratio: | 1.35%
| 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*: |
$ 468 | $716 | | 5 Yr Expense Projection*: |
$ 821 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,818 | $2,071 |
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0.16% Nasdaq 0.00%
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