Baron Energy and Resources Fund (BENFX)Invest In Baron Funds Today
Baron Energy and Resources Fund invests in securities of energy and resources companies and related companies of all sizes.
Jamie Stone seeks long-term growth in energy and materials.
Latest Fact Sheets
Fees & Expenses
|Baron Energy and Resources Fund||1.35%*|
|Account Type||Initial Investment||Subsequent Investment|
|Coverdell Education Savings Account||$2,000||$0||$10|
|Individual, Joint or UGMA/UTMA Accounts||$2,000||$0||$10|
|Traditional, Roth or SIMPLE IRAs||$2,000||$0||$10|
The minimum initial investment for the Retail Shares is $2,000 per Fund, unless you choose to invest through the Baron Automatic Investment Plan. With the plan the initial investment is $500 with subsequent monthly investments of as little as $50, which are automatically invested from your checking account. You may discontinue your monthly automatic investments once your investment has reached $2,000.Invest In Baron Funds Today
* For the fiscal year ended 12/31/2011, the estimated annual operating expense of the Fund's Retail Shares is 4.25%. The net annual expense ratio for the Retail Shares is 1.35% (net of the Adviser’s fee waivers).