Baron Energy and Resources Fund (BENIX)

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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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Investment Process
Key Themes in Energy
Key Themes in Resources

Latest Fact Sheets

Standard Fact Sheet

Expanded Fact Sheet - Retail Shares

Expanded Fact Sheet - Institutional Shares


Fees & Expenses

Institutional Shares of the Baron Funds may be purchased directly from Baron with no transaction fee by submitting an application in the mail. Institutional Shares may also be purchased from a broker, dealer or other financial intermediary that may charge you a fee.

Expense Ratio

Baron Energy and Resources Fund 1.10%

Minimum Investment

Account Type Minimum Initial Investment
Coverdell Education Savings Account $1 million
Individual, Joint or UGMA/UTMA Accounts $1 million
Traditional, Roth or SIMPLE IRAs $1 million
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*As of fiscal year ended 12/31/2013, the estimated gross expense of the Fund's Retail Shares was 2.84% but the estimated net expense ratio was 1.10% (net of the Adviser's fee waiver).