Baron Energy and Resources Fund (BENFX)
Invest In Baron Funds TodayFund Description
Baron Energy and Resources Fund invests in securities of energy and resources companies and related companies of all sizes.
Fund Resources
Jamie Stone seeks long-term growth in energy and materials.
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Trends
Investment Process
Key Themes in Energy
Key Themes in Resources
Latest Fact Sheets
Expanded Fact Sheet - Retail Shares
Expanded Fact Sheet - Institutional Shares
Fees & Expenses
Expense Ratio
| Baron Energy and Resources Fund | 1.35%* |
Minimum Investment
| Account Type | Initial Investment | Subsequent Investment | |
|---|---|---|---|
| By mail | Online | ||
| 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.
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* 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).