Baron Funds

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Fund Overview

Select a Fund name to view the complete Fund profile. Compare up to five Funds by selecting boxes next to the Fund names and clicking the “compare” button.

Important information about performance

Performance As of 3/31/13

  Annualized Returns Since Inception  
  YTD 1 YR 3 YR 5 YR 10 YR Annualized Cumulative Expense Ratio *
Baron Asset Fund - I
Institutional Shares  (BARIX)
Inception Date : June 12, 1987
Portfolio Manager : Andrew Peck
Category : Mid-Cap
Net Assets : $2.35 billion
No. of Equity Securities : 63/98.8%
 14.28% 15.54% 13.74% 6.73% 11.70% 11.21% 1,450.05% 1.06%
Baron Emerging Markets Fund - I
Institutional Shares  (BEXIX)
Inception Date : December 31, 2010
Portfolio Manager : Michael Kass
Category : International
Net Assets : $21.76 million
No. of Equity Securities : 70/88.9%
 2.29% 9.20% N/A N/A N/A 2.02% 4.61% 3.83% / 1.25%
Baron Energy and Resources Fund - I
Institutional Shares  (BENIX)
Inception Date : December 30, 2011
Portfolio Manager : James H. Stone
Category : All-Cap
Net Assets : $19.40 million
No. of Equity Securities : 51/96.1%
 11.71% 5.48% N/A N/A N/A 4.69% 5.90% 4.00% / 1.10%
Baron Fifth Avenue Growth Fund - I
Institutional Shares  (BFTIX)
Inception Date : April 30, 2004
Portfolio Manager : Alex Umansky
Category : Large-Cap
Net Assets : $68.76 million
No. of Equity Securities : 36/99.9%
 4.85% 3.55% 9.61% 4.21% N/A 4.87% 52.79% 1.26% / 1.05%
Baron Focused Growth Fund - I
Institutional Shares  (BFGIX)
Inception Date : May 31, 1996
Portfolio Manager : Ron Baron
Category : Smid-Cap
Net Assets : $148.45 million
No. of Equity Securities : 28/94.0%
 11.01% 17.98% 14.86% 7.12% 15.51% 11.84% 558.01% 1.18% / 1.10%
Baron Global Advantage Fund - I
Institutional Shares  (BGAIX)
Inception Date : April 30, 2012
Portfolio Manager : Alex Umansky
Category : International
Net Assets : $3.49 million
No. of Equity Securities : 45/99.2%
 2.11% N/A N/A N/A N/A N/A 6.40% 4.25% / 1.25%
Baron Growth Fund - I
Institutional Shares  (BGRIX)
Inception Date : December 31, 1994
Portfolio Manager : Ron Baron
Category : Small-Cap
Net Assets : $6.85 billion
No. of Equity Securities : 100/95.9%
 13.45% 21.40% 16.15% 8.79% 11.77% 13.66% 934.63% 1.06%
Baron International Growth Fund - I
Institutional Shares  (BINIX)
Inception Date : December 31, 2008
Portfolio Manager : Michael Kass
Category : International
Net Assets : $54.29 million
No. of Equity Securities : 71/97.0%
 1.66% 3.56% 6.23% N/A N/A 15.10% 81.81% 1.38% / 1.25%
Baron Opportunity Fund - I
Institutional Shares  (BIOIX)
Inception Date : February 29, 2000
Portfolio Manager : Michael Lippert
Category : Mid-Cap
Net Assets : $397.81 million
No. of Equity Securities : 61/99.6%
 8.94% 6.12% 11.94% 8.81% 14.60% 4.15% 70.20% 1.13%
Baron Partners Fund - I
Institutional Shares  (BPTIX)
Inception Date : January 31, 1992
Portfolio Manager : Ron Baron
Category : All-Cap
Net Assets : $1.07 billion
No. of Equity Securities : 21/121.1%
 18.74% 21.57% 16.22% 6.50% 14.38% 12.74% 1,164.52% 1.48%
Baron Real Estate Fund - I
Institutional Shares  (BREIX)
Inception Date : December 31, 2009
Portfolio Manager : Jeffrey Kolitch
Category : All-Cap
Net Assets : $564.40 million
No. of Equity Securities : 53/95.9%
 13.27% 39.90% 24.60% N/A N/A 25.12% 107.17% 2.14% / 1.10%
Baron Small Cap Fund - I
Institutional Shares  (BSFIX)
Inception Date : September 30, 1997
Portfolio Manager : Cliff Greenberg
Category : Small-Cap
Net Assets : $4.98 billion
No. of Equity Securities : 99/97.2%
 12.66% 17.45% 15.56% 8.81% 11.67% 9.81% 326.40% 1.05%
Performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted. Past performance is no guarantee of future results.