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Baron Energy and Resources Retail (BENFX)

10.35 Down 0.07(0.67%) Jun 19

Prev Close:10.42
YTD Return*:11.63%
Net Assets*:4.00M
Yield*:N/A

* As of 31-Mar-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BENFX at this time.

Reports

  • No Reports available for BENFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SM3.6812.95
MPLX3.5321.44
FET3.4810.67
SUSP3.4029.52
TLLP3.3823.64
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:4M
Category:Equity Energy
Annual Report Expense Ratio (net):1.35%
Fund Profile | Holdings

Performance & Risk

YTD Return:11.63%
5y Avg Return:N/A
Rank in Category (ytd):53
% Rank in Category (ytd):38.69%
Beta (3y):N/A
Morningstar Risk Rating:
Performance Details | Risk Details

Fund Summary

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. View More
Fund Profile
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