If you would like to receive Baron Funds' literature via US mail, please complete the following form. If you are unsure what to request, if your browser does not support forms, or if you reside in a country other than the U.S., please call (800)99-BARON or (212)583-2100 to speak with a Fund Representative or send us an email at firstname.lastname@example.org. Note: The Funds are offered and sold only to persons with a U.S. social security number or tax identification number.
Download electronic versions of any of our forms.
Step1: Contact Information
* = required information
Step 2: Requested Materials
All investment kits include the most recent Summary prospectus(es), Fund Fact Sheets, applications, automatic investment plan application and quarterly report. IRA, Simple IRA and Coverdell Education Savings Acct. kits also include an disclosure booklets, applications and transfer forms. Investments kits and forms are for ALL FUNDS unless otherwise noted. (For quantities greater than 5, please call (800)99-BARON or (212)583-2100).
Select the fund(s) you would like for which you would like to receive an investment kit:
Select the type of account you would like to open and the number of kits.
Step 3: Additional Materials (Optional)
If you require additional applications and prospectuses, you may select them here.
Step 4: Optional Information
You should receive the requested information within 5 to 7 business days.