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Performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor's shares, when redeemed, may be worth more or less than their original cost. The Adviser has reimbursed certain fund expenses (by contract as long as BAMCO, Inc. is the adviser to the Fund) for Baron Opportunity Fund, Baron Fifth Avenue Growth Fund, Baron Focused Growth Fund, Baron International Growth Fund, Baron Real Estate Fund, Baron Emerging Markets Funds, Baron Energy and Resources Fund, Baron Discovery Fund, Baron Durable Advantage Fund, Baron Real Estate income Fund and Baron WealthBuilder Fund and all Funds' transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted above.

Performance for the Institutional Shares prior to 5/29/2009, is based on the performance of the Retail Shares, which have a distribution fee. The Institutional Shares do not have a distribution fee. If the annual returns prior to 5/29/2009, did not reflect this fee, the returns would be higher.

Performance for the R6 Shares prior to January 28, 2016 is based on the Institutional Shares, and prior to May 29, 2009 is based on the Retail Shares, which have a distribution fee. The Institutional and R6 Shares do not have a distribution fee. If the annual returns for the R6 Shares prior to May 29, 2009 did not have this fee, the returns would be higher.

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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron Emerging Markets Fund (BEXUX) IN -0.39% 19.77% 7.92% 7.70% N/A 6.48% 1.11% 1.11%
MSCI EM Index 0.97% 21.71% 6.00% 4.74% N/A 2.57%
MSCI EM IMI Growth Index -0.47% 23.87% 7.18% 6.11% N/A 3.82%

Description

The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Baron Emerging Markets Fund (BEXIX) IN -0.39% 19.79% 7.89% 7.69% N/A 6.47% 1.10% 1.10%
MSCI EM Index 0.97% 21.71% 6.00% 4.74% N/A 2.57%
MSCI EM IMI Growth Index -0.47% 23.87% 7.18% 6.11% N/A 3.82%

Description

The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 666 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund Diversified Emerging Mkts

Baron Emerging Markets Fund (BEXFX) IN -0.46% 19.51% 7.63% 7.42% N/A 6.22% 1.36% 1.36%
MSCI EM Index 0.97% 21.71% 6.00% 4.74% N/A 2.57%
MSCI EM IMI Growth Index -0.47% 23.87% 7.18% 6.11% N/A 3.82%

Description

The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 666 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund Diversified Emerging Mkts

Baron Global Advantage Fund (BGAFX) IN 6.27% 32.08% 13.48% 15.24% N/A 13.99% 1.95% 1.15%
MSCI ACWI Growth Index 1.32% 17.75% 9.04% 10.48% N/A 10.87%
MSCI ACWI Index -0.02% 14.16% 7.43% 8.80% N/A 9.81%

Description

The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 717 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund World Stock

Baron Global Advantage Fund (BGAIX) IN 6.35% 32.26% 13.71% 15.48% N/A 14.22% 1.59% 0.90%
MSCI ACWI Growth Index 1.32% 17.75% 9.04% 10.48% N/A 10.87%
MSCI ACWI Index -0.02% 14.16% 7.43% 8.80% N/A 9.81%

Description

The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 717 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund World Stock

Baron Global Advantage Fund (BGLUX) IN 6.35% 32.32% 13.73% 15.49% N/A 14.23% 1.57% 0.90%
MSCI ACWI Growth Index 1.32% 17.75% 9.04% 10.48% N/A 10.87%
MSCI ACWI Index -0.02% 14.16% 7.43% 8.80% N/A 9.81%

Description

The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Baron International Growth Fund (BINIX) IN 1.61% 21.68% 9.98% 10.13% N/A 12.75% 1.13% 0.95%
MSCI ACWI ex USA Index 0.40% 15.91% 5.01% 5.46% N/A 8.87%
MSCI ACWI ex USA IMI Growth Index 0.07% 17.75% 6.43% 6.66% N/A 9.93%

Description

The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 339 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund Foreign Large Growth

Baron International Growth Fund (BIGUX) IN 1.61% 21.68% 9.98% 10.13% N/A 12.75% 1.12% 0.95%
MSCI ACWI ex USA Index 0.40% 15.91% 5.01% 5.46% N/A 8.87%
MSCI ACWI ex USA IMI Growth Index 0.07% 17.75% 6.43% 6.66% N/A 9.93%

Description

The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified.

Michael Kass Portfolio Manager since 2007

Baron International Growth Fund (BIGFX) IN 1.51% 21.36% 9.68% 9.84% N/A 12.47% 1.41% 1.20%
MSCI ACWI ex USA Index 0.40% 15.91% 5.01% 5.46% N/A 8.87%
MSCI ACWI ex USA IMI Growth Index 0.07% 17.75% 6.43% 6.66% N/A 9.93%

Description

The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 339 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund Foreign Large Growth

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SP=Specialty FF=Fund of Funds

Performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor's shares, when redeemed, may be worth more or less than their original cost. The Adviser has reimbursed certain fund expenses (by contract as long as BAMCO, Inc. is the adviser to the Fund) for Baron Opportunity Fund, Baron Fifth Avenue Growth Fund, Baron Focused Growth Fund, Baron International Growth Fund, Baron Real Estate Fund, Baron Emerging Markets Funds, Baron Energy and Resources Fund, Baron Discovery Fund, Baron Durable Advantage Fund, Baron Real Estate income Fund and Baron WealthBuilder Fund and all Funds' transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted above.

Performance for the Institutional Shares prior to 5/29/2009, is based on the performance of the Retail Shares, which have a distribution fee. The Institutional Shares do not have a distribution fee. If the annual returns prior to 5/29/2009, did not reflect this fee, the returns would be higher.

Performance for the R6 Shares prior to January 28, 2016 is based on the Institutional Shares, and prior to May 29, 2009 is based on the Retail Shares, which have a distribution fee. The Institutional and R6 Shares do not have a distribution fee. If the annual returns for the R6 Shares prior to May 29, 2009 did not have this fee, the returns would be higher.

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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron Emerging Markets Fund (BEXUX) IN 0.85% 25.56% 9.68% 8.94% N/A 6.74% 1.13% 1.13%
MSCI EM Index 1.42% 24.93% 8.81% 5.03% N/A 2.67%
MSCI EM IMI Growth Index 1.20% 30.11% 10.04% 6.78% N/A 4.10%

Description

The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Baron Emerging Markets Fund (BEXIX) IN 0.85% 25.48% 9.66% 8.92% N/A 6.73% 1.13% 1.13%
MSCI EM Index 1.42% 24.93% 8.81% 5.03% N/A 2.67%
MSCI EM IMI Growth Index 1.20% 30.11% 10.04% 6.78% N/A 4.10%

Description

The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 666 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund Diversified Emerging Mkts

Baron Emerging Markets Fund (BEXFX) IN 0.78% 25.20% 9.40% 8.63% N/A 6.47% 1.38% 1.38%
MSCI EM Index 1.42% 24.93% 8.81% 5.03% N/A 2.67%
MSCI EM IMI Growth Index 1.20% 30.11% 10.04% 6.78% N/A 4.10%

Description

The Fund invests primarily in emerging market companies of all sizes with significant growth potential. The Fund may invest up to 20% in companies in developed and frontier countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 666 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund Diversified Emerging Mkts

Baron Global Advantage Fund (BGAFX) IN 6.81% 36.54% 14.82% 15.73% N/A 14.29% 3.71% 1.15%
MSCI ACWI Growth Index 0.67% 19.98% 9.56% 10.83% N/A 10.91%
MSCI ACWI Index -0.96% 14.85% 8.12% 9.20% N/A 9.78%

Description

The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 717 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund World Stock

Baron Global Advantage Fund (BGAIX) IN 6.88% 36.85% 15.08% 15.96% N/A 14.53% 3.40% 0.90%
MSCI ACWI Growth Index 0.67% 19.98% 9.56% 10.83% N/A 10.91%
MSCI ACWI Index -0.96% 14.85% 8.12% 9.20% N/A 9.78%

Description

The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Morningstar Rating

Overall (out of 717 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund World Stock

Baron Global Advantage Fund (BGLUX) IN 6.93% 36.88% 15.11% 15.99% N/A 14.55% 3.96% 0.90%
MSCI ACWI Growth Index 0.67% 19.98% 9.56% 10.83% N/A 10.91%
MSCI ACWI Index -0.96% 14.85% 8.12% 9.20% N/A 9.78%

Description

The Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.

Alex Umansky Portfolio Manager since 2011

Baron International Growth Fund (BINIX) IN 2.03% 27.03% 11.89% 11.09% N/A 12.92% 1.24% 0.95%
MSCI ACWI ex USA Index -1.18% 16.53% 6.18% 5.89% N/A 8.77%
MSCI ACWI ex USA IMI Growth Index -0.63% 20.45% 7.78% 7.13% N/A 9.94%

Description

The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 339 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund Foreign Large Growth

Baron International Growth Fund (BIGUX) IN 2.03% 27.03% 11.89% 11.09% N/A 12.92% 1.26% 0.95%
MSCI ACWI ex USA Index -1.18% 16.53% 6.18% 5.89% N/A 8.77%
MSCI ACWI ex USA IMI Growth Index -0.63% 20.45% 7.78% 7.13% N/A 9.94%

Description

The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified.

Michael Kass Portfolio Manager since 2007

Baron International Growth Fund (BIGFX) IN 1.97% 26.74% 11.61% 10.80% N/A 12.64% 1.53% 1.20%
MSCI ACWI ex USA Index -1.18% 16.53% 6.18% 5.89% N/A 8.77%
MSCI ACWI ex USA IMI Growth Index -0.63% 20.45% 7.78% 7.13% N/A 9.94%

Description

The Fund invests mainly in non-U.S. companies of any size with significant growth potential. The Fund invests principally in companies in developed countries. Diversified.

Michael Kass Portfolio Manager since 2007

Morningstar Rating

Overall (out of 339 Funds)

5 stars

Ratings based on risk-adjusted returns as of 03/31/2018
Category:US Fund Foreign Large Growth

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SP=Specialty FF=Fund of Funds

Performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor's shares, when redeemed, may be worth more or less than their original cost. The Adviser has reimbursed certain fund expenses (by contract as long as BAMCO, Inc. is the adviser to the Fund) for Baron Opportunity Fund, Baron Fifth Avenue Growth Fund, Baron Focused Growth Fund, Baron International Growth Fund, Baron Real Estate Fund, Baron Emerging Markets Funds, Baron Energy and Resources Fund, Baron Discovery Fund, Baron Durable Advantage Fund, Baron Real Estate income Fund and Baron WealthBuilder Fund and all Funds' transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted above.

Performance for the Institutional Shares prior to 5/29/2009, is based on the performance of the Retail Shares, which have a distribution fee. The Institutional Shares do not have a distribution fee. If the annual returns prior to 5/29/2009, did not reflect this fee, the returns would be higher.

Performance for the R6 Shares prior to January 28, 2016 is based on the Institutional Shares, and prior to May 29, 2009 is based on the Retail Shares, which have a distribution fee. The Institutional and R6 Shares do not have a distribution fee. If the annual returns for the R6 Shares prior to May 29, 2009 did not have this fee, the returns would be higher.

 

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Name Asset Class NAV ($) Daily Change ($) Daily Change (%) QTD YTD
Baron Emerging Markets Fund (BEXUX) IN $14.98 $0.06 0.40% -3.42% -2.60%
Baron Emerging Markets Fund (BEXIX) IN $14.97 $0.06 0.40% -3.42% -2.60%
Baron Emerging Markets Fund (BEXFX) IN $14.92 $0.07 0.47% -3.43% -2.67%
Baron Global Advantage Fund (BGAFX) IN $22.85 -$0.04 -0.17% 4.01% 11.08%
Baron Global Advantage Fund (BGAIX) IN $23.11 -$0.03 -0.13% 4.05% 11.21%
Baron Global Advantage Fund (BGLUX) IN $23.12 -$0.04 -0.17% 4.00% 11.21%
Baron International Growth Fund (BINIX) IN $24.80 -$0.01 -0.04% 0.49% 2.52%
Baron International Growth Fund (BIGUX) IN $24.80 -$0.01 -0.04% 0.49% 2.52%
Baron International Growth Fund (BIGFX) IN $24.47 -$0.02 -0.08% 0.41% 2.38%

Updated on 04/30/2018

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SP=Specialty FF=Fund of Funds

 

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Name Summary Prospectus Prospectus SAI Annual Report Semi-Annual Report
Baron Emerging Markets Fund (BEXUX)
Baron Emerging Markets Fund (BEXIX)
Baron Emerging Markets Fund (BEXFX)
Baron Global Advantage Fund (BGAFX)
Baron Global Advantage Fund (BGAIX)
Baron Global Advantage Fund (BGLUX)
Baron International Growth Fund (BINIX)
Baron International Growth Fund (BIGUX)
Baron International Growth Fund (BIGFX)