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    Baron Energy and Resources Institutional (BENIX)

    6.00 Down 0.23(3.69%) Feb 5
    Prev Close:6.23
    YTD Return*:-9.15%
    Net Assets*:79.14M
    Yield*:N/A

    * As of 31-Jan-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    PE5.48N/A
    CXO5.46N/A
    RSPP4.50N/A
    NFX4.49N/A
    NBL3.49N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:79.14M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:-9.15%
    5y Avg Return:N/A
    Rank in Category (ytd):94
    % Rank in Category (ytd):87.85%
    Beta (3y):1.45
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital appreciation. The fund is a non-diversified fund that, under normal circumstances, 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. Non-U.S. securities include securities that the Adviser determines are "non-U.S." based on the consideration of an issuer's domicile, its principal place of business, its primary stock exchange listing, the source of its revenue or other factors. The fund is non-diversified. View More
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