Baron Energy and Resources Fund (BENIX)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
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.
|Baron Energy and Resources Fund||1.10%|
|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|
* For the fiscal year ended 12/31/2011, the estimated annual operating expense of the Fund's Institutional Shares is 4.00%. The net annual expense ratio for the Institutional Shares is 1.10% (net of the Adviser’s fee waivers).