BENIX - Baron Energy and Resources Institutional

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Baron Energy and Resources Institutional

Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
Management Information
James H. Stone,Lead Manager since December 29, 2011
Jamie joined Baron in 2009 as a research analyst and has 27 years of research experience. From 2007 to 2009, Jamie worked at Cambridge Investments as a principal and director of research. From 2000 to 2007, Jamie worked at UBS Securities as a managing director and senior analyst. From 1993 to 2000, Jamie worked at Schroder & Co. as a senior research analyst and was named managing director in 1998. From 1988 to 1993, Jamie worked at Kidder, Peabody & Co. as a senior research analyst. Jamie graduated from the University of Michigan with a B.A. in English Literature in 1987.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryEquity Energy
Fund FamilyBaron Capital Group
Net Assets56.2M
YTD Return-8.68%
Morningstar Rating★★★
Inception DateDec 29, 2011

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover53.52%
Average for CategoryN/A

Fees & Expenses

ExpenseBENIXCategory Average
Annual Report Expense Ratio (net)1.10%1.37%
Prospectus Net Expense Ratio1.10%N/A
Prospectus Gross Expense Ratio1.46%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.10%
Max Deferred Sales LoadN/A1.47%
3 Yr Expense Projection350N/A
5 Yr Expense Projection606N/A
10 Yr Expense Projection1,340N/A