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
800-992-2766
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%
Yield0.11%
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