Baron International Growth Retail (BIGFX)
16.35
0.33(1.98%) May 23
| Prev Close: | 16.35 |
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| YTD Return*: | 1.67% |
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| Net Assets*: | 54.12M |
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| Yield*: | N/A |
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* As of 31-Mar-13
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Headlines
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 54.12M |
| Category: | Foreign Small/Mid Growth |
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| Annual Report Expense Ratio (net): | 1.50% |
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Performance & Risk
| YTD Return: | 1.67% |
| 5y Avg Return: | N/A |
| Rank in Category (ytd): | 99 |
| % Rank in Category (ytd): | 63.46% |
| Beta (3y): | 0.93 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks capital appreciation.
The fund invests for the long term primarily in equity securities in the form of common stock of non-U.S. growth companies and seeks to diversify among several developed countries and developing countries throughout the world, although the fund's total exposure to developing countries does not exceed 30%. It may invest in securities of companies of any size, but expects to focus on small-sized and mid-sized companies with market capitalizations of $10 billion or less at the time of purchase. The fund also invests in securities that the advisor believes have favorable price-to-value characteristics.
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