Baron Energy and Resources Fund (BENFX)

Portfolio Management

JamesH.Stone
James H. Stone

Fund Manager since 2011

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Fund Description

Baron Energy and Resources Fund invests in securities of energy and resources companies and related companies of all sizes.
 

    

Fund Resources

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Jamie Stone seeks long-term growth in energy and materials.

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Key Themes in Energy
Key Themes in Resources

Latest Fact Sheets

Standard Fact Sheet

Expanded Fact Sheet - Retail Shares

Expanded Fact Sheet - Institutional Shares

 

Portfolio Commentary

Retail Performance

Review and Outlook (for quarter ended 9/30/2014)

The Review and Outlook for period ending September 30, 2014 is not yet available

Top Contributors/Detractors to Performance

Contributors (for quarter ended 9/30/2014)
  • The contributors to performance for period ending September 30, 2014 is not yet available

Detractors (for quarter ended 9/30/2014)
  • The detractors to performance for period ending September 30, 2014 is not yet available

Quarterly Attribution Analysis (for quarter ended 9/30/2014)

The Quarterly Attribution Analysis for period ending September 30, 2014 is not yet available

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Invest In Baron Funds Today

The prospective performance of the companies discussed herein is based on our internal analysis and reflect our opinions only. We cannot promise future returns and our opinions are a reflection of our best judgement at the time of publication. Our views are not intended as recommendations or investment advise to any person and are subject to change at any time based on market and other conditions and Baron has no obligation to update them. Investing in the stock market is always risky. Current and future portfolio holdings in the Fund are subject to risk.

Source: FactSet PA.