Baron Energy and Resources Institutional (BENIX)
10.38 
0.04(0.38%) May 24
| Prev Close: | 10.42 |
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| YTD Return*: | 11.71% |
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| Net Assets*: | 4.00M |
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| Yield*: | N/A |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for BENIX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| SM | 3.68 | 12.95 |
| MPLX | 3.53 | 21.44 |
| FET | 3.48 | 10.67 |
| SUSP | 3.40 | 29.52 |
| TLLP | 3.38 | 23.64 |
Fund Basics
| Morningstar Overall Rating: | N/A |
| Total Assets: | 4M |
| Category: | Equity Energy |
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| Annual Report Expense Ratio (net): | 1.10% |
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Performance & Risk
| YTD Return: | 11.71% |
| 5y Avg Return: | N/A |
| Rank in Category (ytd): | 52 |
| % Rank in Category (ytd): | 37.96% |
| Beta (3y): | N/A |
| Morningstar Risk Rating: | |
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.
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