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Baron International Growth Retail (BIGFX)


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Baron International Growth Retail

Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
800-992-2766
Management Information
Michael Kass,Lead Manager since December 30, 2008
Kass is a Vice President.Michael joined Baron in 2007 as a portfolio manager having research experience. From 2003 to 2007, Michael was a managing principal of Artemis Advisors, LLC, which he formed to acquire the Artemis Funds, a long-short equity strategy he co-founded in 1998. From 1993 to 2003, Michael worked at ING Furman Selz as a director of proprietary trading and was named senior managing director and portfolio manager in 1996. From 1989 to 1993, he worked at Lazard Frères as an associate in investment banking. From 1987 to 1989, Michael worked at Bear Stearns & Co. as a corporate finance analyst. Michael graduated summa cum laude from Tulane University with a B.A. in Economics in 1987.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryForeign Large Growth
Fund FamilyBaron Capital Group
Net Assets113.07M
YTD Return14.54%
Yield0.05%
Morningstar Rating★★★
Inception DateDec 30, 2008

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover38.90%
Average for CategoryN/A

Fees & Expenses

ExpenseBIGFXCategory Average
Annual Report Expense Ratio (net)1.50%1.23%
Prospectus Net Expense Ratio1.50%N/A
Prospectus Gross Expense Ratio1.65%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.20%
Max Deferred Sales LoadN/A1.98%
3 Yr Expense Projection474N/A
5 Yr Expense Projection818N/A
10 Yr Expense Projection1,791N/A