Baron Energy and Resources Fund (BENFX)

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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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Latest Fact Sheets

Standard Fact Sheet

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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*As of fiscal year ended 12/31/2012, the estimated gross expense of the Fund's Retail Shares was 9.07% but the estimated net expense ratio was 1.35% (net of the Adviser's fee waiver).