Baron Global Advantage Fund (BGAFX)Invest In Baron Funds Today
Baron Global Advantage Fund invests in growth companies of all sizes anywhere.
Fees & Expenses
|Baron Global Advantage Fund||1.50%*|
|Account Type||Initial Investment||Subsequent Investment|
|Individual, Joint or UGMA/UTMA Accounts||$2,000||$0||$10|
|Traditional, Roth or SIMPLE IRAs||$2,000||$0||$10|
|Coverdell Education Savings Account||$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
*The estimated annual operating expense for the Fund's Retail Shares is 4.50% but the net annual expense ratio is 1.50% (net of the Adviser’s fee waiver).