Search Results
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Baron Emerging Markets Fund (BEXIX)
YTD total returns as of 12/01/234.68%
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Baron Emerging Markets Fund (BEXFX)
YTD total returns as of 12/01/234.40%
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Baron Emerging Markets Fund (BEXUX)
YTD total returns as of 12/01/234.60%
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Baron Global Advantage Fund (BGAIX)
YTD total returns as of 12/01/2320.57%
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Baron Global Advantage Fund (BGAFX)
YTD total returns as of 12/01/2320.28%
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Baron Global Advantage Fund (BGLUX)
YTD total returns as of 12/01/2320.52%
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Baron International Growth Fund (BINIX)
YTD total returns as of 12/01/233.42%
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Baron International Growth Fund (BIGUX)
YTD total returns as of 12/01/233.42%
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Baron International Growth Fund (BIGFX)
YTD total returns as of 12/01/233.19%
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Baron New Asia Fund (BNAFX)
YTD total returns as of 12/01/232.30%
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Baron New Asia Fund (BNAUX)
YTD total returns as of 12/01/232.56%
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Baron New Asia Fund (BNAIX)
YTD total returns as of 12/01/232.56%
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 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.
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron Emerging Markets Fund (BEXIX) | IN | -2.38% | 8.71% | -6.87% | 0.91% | 1.63% | 2.39% | 1.12% | 1.12% | ||
| MSCI EM Index | -2.14% | 10.80% | -3.67% | 1.59% | 1.19% | 0.66% | |||||
| MSCI EM IMI Growth Index | -3.74% | 9.48% | -7.64% | 2.75% | 2.00% | 1.47% | |||||
DescriptionThe 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 |
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| Baron Emerging Markets Fund (BEXFX) | IN | -2.55% | 8.51% | -7.11% | 0.64% | 1.37% | 2.14% | 1.38% | 1.38% | ||
| MSCI EM Index | -2.14% | 10.80% | -3.67% | 1.59% | 1.19% | 0.66% | |||||
| MSCI EM IMI Growth Index | -3.74% | 9.48% | -7.64% | 2.75% | 2.00% | 1.47% | |||||
DescriptionThe 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 |
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| Baron Emerging Markets Fund (BEXUX) | IN | -2.38% | 8.80% | -6.87% | 0.91% | 1.64% | 2.40% | 1.13% | 1.13% | ||
| MSCI EM Index | -2.14% | 10.80% | -3.67% | 1.59% | 1.19% | 0.66% | |||||
| MSCI EM IMI Growth Index | -3.74% | 9.48% | -7.64% | 2.75% | 2.00% | 1.47% | |||||
DescriptionThe 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 |
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| Baron Global Advantage Fund (BGAIX) | IN | 1.48% | -9.43% | -16.34% | 4.33% | 7.58% | 8.68% | 0.94% | 0.91% | ||
| MSCI ACWI Index | 6.75% | 10.50% | 6.68% | 7.47% | 6.81% | 7.97% | |||||
| MSCI ACWI Growth Index | 15.13% | 17.07% | 3.71% | 9.95% | 8.85% | 9.61% | |||||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified. 
Alex Umansky Portfolio Manager since 2011 |
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| Baron Global Advantage Fund (BGAFX) | IN | 1.26% | -9.65% | -16.54% | 4.08% | 7.34% | 8.43% | 1.20% | 1.16% | ||
| MSCI ACWI Index | 6.75% | 10.50% | 6.68% | 7.47% | 6.81% | 7.97% | |||||
| MSCI ACWI Growth Index | 15.13% | 17.07% | 3.71% | 9.95% | 8.85% | 9.61% | |||||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Global Advantage Fund (BGLUX) | IN | 1.43% | -9.43% | -16.34% | 4.33% | 7.58% | 8.68% | 0.95% | 0.92% | ||
| MSCI ACWI Index | 6.75% | 10.50% | 6.68% | 7.47% | 6.81% | 7.97% | |||||
| MSCI ACWI Growth Index | 15.13% | 17.07% | 3.71% | 9.95% | 8.85% | 9.61% | |||||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron International Growth Fund (BINIX) | IN | -4.98% | 5.73% | -3.33% | 3.68% | 4.25% | 8.13% | 0.99% | 0.95% | ||
| MSCI ACWI ex USA Index | 0.99% | 12.07% | 3.03% | 3.46% | 2.54% | 5.85% | |||||
| MSCI ACWI ex USA IMI Growth Index | -1.61% | 8.69% | -2.42% | 3.66% | 3.22% | 6.51% | |||||
DescriptionThe 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 |
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| Baron International Growth Fund (BIGUX) | IN | -4.98% | 5.73% | -3.33% | 3.67% | 4.25% | 8.13% | 0.99% | 0.95% | ||
| MSCI ACWI ex USA Index | 0.99% | 12.07% | 3.03% | 3.46% | 2.54% | 5.85% | |||||
| MSCI ACWI ex USA IMI Growth Index | -1.61% | 8.69% | -2.42% | 3.66% | 3.22% | 6.51% | |||||
DescriptionThe 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 |
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| Baron International Growth Fund (BIGFX) | IN | -5.17% | 5.47% | -3.56% | 3.43% | 4.00% | 7.87% | 1.26% | 1.20% | ||
| MSCI ACWI ex USA Index | 0.99% | 12.07% | 3.03% | 3.46% | 2.54% | 5.85% | |||||
| MSCI ACWI ex USA IMI Growth Index | -1.61% | 8.69% | -2.42% | 3.66% | 3.22% | 6.51% | |||||
DescriptionThe 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 |
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| Baron New Asia Fund (BNAFX) | IN | -3.65% | 7.87% | N/A | N/A | N/A | -13.96% | 8.96% | 1.45% | ||
| MSCI AC Asia ex Japan Index | -4.27% | 13.52% | N/A | N/A | N/A | -12.29% | |||||
| MSCI AC Asia ex Japan IMI Growth Index | -5.56% | 13.55% | N/A | N/A | N/A | -15.25% | |||||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.
Michael Kass Portfolio Manager since 2007 
Anuj Aggarwal Portfolio Manager since 2012 |
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| Baron New Asia Fund (BNAUX) | IN | -3.50% | 8.14% | N/A | N/A | N/A | -13.74% | 7.95% | 1.20% | ||
| MSCI AC Asia ex Japan Index | -4.27% | 13.52% | N/A | N/A | N/A | -12.29% | |||||
| MSCI AC Asia ex Japan IMI Growth Index | -5.56% | 13.55% | N/A | N/A | N/A | -15.25% | |||||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.
Michael Kass Portfolio Manager since 2007
Anuj Aggarwal Portfolio Manager since 2012 |
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| Baron New Asia Fund (BNAIX) | IN | -3.50% | 8.14% | N/A | N/A | N/A | -13.74% | 7.22% | 1.20% | ||
| MSCI AC Asia ex Japan Index | -4.27% | 13.52% | N/A | N/A | N/A | -12.29% | |||||
| MSCI AC Asia ex Japan IMI Growth Index | -5.56% | 13.55% | N/A | N/A | N/A | -15.25% | |||||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.
Michael Kass Portfolio Manager since 2007
Anuj Aggarwal Portfolio Manager since 2012 |
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Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation
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 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.
| Name | Asset Class | YTD | 1YR | 3YR | 5YR | 10YR | Since Inception | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||||||
| Baron Emerging Markets Fund (BEXIX) | IN | 1.38% | 10.07% | -5.24% | 0.36% | 2.29% | 2.71% | 1.12% | 1.12% | ||
| MSCI EM Index | 1.82% | 11.70% | -1.73% | 0.55% | 2.07% | 0.98% | |||||
| MSCI EM IMI Growth Index | 0.34% | 9.65% | -5.43% | 1.37% | 2.96% | 1.82% | |||||
DescriptionThe 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 |
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| Baron Emerging Markets Fund (BEXFX) | IN | 1.16% | 9.72% | -5.49% | 0.09% | 2.02% | 2.45% | 1.38% | 1.38% | ||
| MSCI EM Index | 1.82% | 11.70% | -1.73% | 0.55% | 2.07% | 0.98% | |||||
| MSCI EM IMI Growth Index | 0.34% | 9.65% | -5.43% | 1.37% | 2.96% | 1.82% | |||||
DescriptionThe 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 |
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| Baron Emerging Markets Fund (BEXUX) | IN | 1.30% | 9.98% | -5.26% | 0.34% | 2.29% | 2.71% | 1.13% | 1.13% | ||
| MSCI EM Index | 1.82% | 11.70% | -1.73% | 0.55% | 2.07% | 0.98% | |||||
| MSCI EM IMI Growth Index | 0.34% | 9.65% | -5.43% | 1.37% | 2.96% | 1.82% | |||||
DescriptionThe 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 |
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| Baron Global Advantage Fund (BGAIX) | IN | 9.37% | -0.36% | -14.41% | 3.62% | 8.85% | 9.46% | 0.94% | 0.91% | ||
| MSCI ACWI Index | 10.06% | 20.80% | 6.89% | 6.46% | 7.56% | 8.32% | |||||
| MSCI ACWI Growth Index | 18.16% | 24.41% | 3.76% | 8.37% | 9.53% | 9.94% | |||||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Global Advantage Fund (BGAFX) | IN | 9.18% | -0.59% | -14.62% | 3.36% | 8.60% | 9.21% | 1.20% | 1.16% | ||
| MSCI ACWI Index | 10.06% | 20.80% | 6.89% | 6.46% | 7.56% | 8.32% | |||||
| MSCI ACWI Growth Index | 18.16% | 24.41% | 3.76% | 8.37% | 9.53% | 9.94% | |||||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron Global Advantage Fund (BGLUX) | IN | 9.36% | -0.36% | -14.41% | 3.62% | 8.85% | 9.46% | 0.95% | 0.92% | ||
| MSCI ACWI Index | 10.06% | 20.80% | 6.89% | 6.46% | 7.56% | 8.32% | |||||
| MSCI ACWI Growth Index | 18.16% | 24.41% | 3.76% | 8.37% | 9.53% | 9.94% | |||||
DescriptionThe Fund invests mainly in growth companies of all sizes located throughout the world. Diversified.
Alex Umansky Portfolio Manager since 2011 |
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| Baron International Growth Fund (BINIX) | IN | -0.16% | 14.66% | -1.84% | 2.70% | 4.73% | 8.55% | 0.99% | 0.95% | ||
| MSCI ACWI ex USA Index | 5.34% | 20.39% | 3.74% | 2.58% | 3.35% | 6.19% | |||||
| MSCI ACWI ex USA IMI Growth Index | 2.75% | 15.83% | -1.64% | 2.48% | 3.99% | 6.86% | |||||
DescriptionThe 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 |
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| Baron International Growth Fund (BIGUX) | IN | -0.16% | 14.66% | -1.83% | 2.69% | 4.73% | 8.54% | 0.99% | 0.95% | ||
| MSCI ACWI ex USA Index | 5.34% | 20.39% | 3.74% | 2.58% | 3.35% | 6.19% | |||||
| MSCI ACWI ex USA IMI Growth Index | 2.75% | 15.83% | -1.64% | 2.48% | 3.99% | 6.86% | |||||
DescriptionThe 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 |
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| Baron International Growth Fund (BIGFX) | IN | -0.34% | 14.42% | -2.07% | 2.45% | 4.47% | 8.28% | 1.26% | 1.20% | ||
| MSCI ACWI ex USA Index | 5.34% | 20.39% | 3.74% | 2.58% | 3.35% | 6.19% | |||||
| MSCI ACWI ex USA IMI Growth Index | 2.75% | 15.83% | -1.64% | 2.48% | 3.99% | 6.86% | |||||
DescriptionThe 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 |
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| Baron New Asia Fund (BNAFX) | IN | -0.41% | 6.04% | N/A | N/A | N/A | -13.14% | 8.96% | 1.45% | ||
| MSCI AC Asia ex Japan Index | -0.42% | 10.88% | N/A | N/A | N/A | -11.13% | |||||
| MSCI AC Asia ex Japan IMI Growth Index | -1.80% | 9.29% | N/A | N/A | N/A | -14.26% | |||||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.
Michael Kass Portfolio Manager since 2007
Anuj Aggarwal Portfolio Manager since 2012 |
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| Baron New Asia Fund (BNAUX) | IN | -0.13% | 6.30% | N/A | N/A | N/A | -12.87% | 7.95% | 1.20% | ||
| MSCI AC Asia ex Japan Index | -0.42% | 10.88% | N/A | N/A | N/A | -11.13% | |||||
| MSCI AC Asia ex Japan IMI Growth Index | -1.80% | 9.29% | N/A | N/A | N/A | -14.26% | |||||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.
Michael Kass Portfolio Manager since 2007
Anuj Aggarwal Portfolio Manager since 2012 |
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| Baron New Asia Fund (BNAIX) | IN | -0.27% | 6.31% | N/A | N/A | N/A | -12.92% | 7.22% | 1.20% | ||
| MSCI AC Asia ex Japan Index | -0.42% | 10.88% | N/A | N/A | N/A | -11.13% | |||||
| MSCI AC Asia ex Japan IMI Growth Index | -1.80% | 9.29% | N/A | N/A | N/A | -14.26% | |||||
DescriptionThe Fund invests primarily in companies of all sizes with significant growth potential located in Asia. The Fund emphasizes securities in developing Asian markets, including frontier markets. Diversified.
Michael Kass Portfolio Manager since 2007
Anuj Aggarwal Portfolio Manager since 2012 |
|||||||||||
Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector EA=Equity Allocation
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 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.