BEXFX - Baron Emerging Markets Retail

Nasdaq - Nasdaq Delayed Price. Currency in USD

Baron Emerging Markets Retail

Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
800-992-2766
Management Information
Michael Kass,Lead Manager since December 30, 2010
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 Fr??res 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
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Fund Overview

CategoryDiversified Emerging Mkts
Fund FamilyBaron Capital Group
Net Assets4.59B
YTD Return34.11%
Yield0.24%
Morningstar Rating★★★★★
Inception DateDec 30, 2010

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover25.31%
Average for CategoryN/A

Fees & Expenses

ExpenseBEXFXCategory Average
Annual Report Expense Ratio (net)1.38%1.42%
Prospectus Net Expense Ratio1.38%N/A
Prospectus Gross Expense Ratio1.38%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A4.96%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection437N/A
5 Yr Expense Projection755N/A
10 Yr Expense Projection1,657N/A