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Baron Funds FAQ

How to open a Baron Mutual Fund Account

Please speak with an investment professional to help you choose the most appropriate investment options based on your specific investment needs.

  • To invest directly in the Baron mutual funds, you can open an account with our transfer agent, DST. 

    Before opening your account, be sure to: 

    • Carefully review the prospectus for each of our no-load mutual funds. 
    • Determine which type of investment account you would like to open. Choose from many options including Individual Retirement Accounts (e.g., Traditional, Roth, or SEP IRA), Education Savings Accounts (e.g., Coverdell), Regular Investment Accounts, and more. 

    Once you are ready, click here to invest with us. 

    You may also purchase Baron mutual funds through a broker-dealer or other financial intermediary that may charge you a fee. Please contact the broker-dealer or other financial intermediary for additional information regarding fees, minimums, and how to invest.

Managing your Baron Mutual Fund Account

  • You can purchase, exchange, or redeem Fund shares on any business day by written request, via the internet, wire transfer or by telephone. If you have banking instructions on file with Baron Funds, you can conduct transactions online if you login to your account or by telephone at 1-800-442-3814. Otherwise, you can conduct transactions by mail:

    Overnight Mail Address: 

    Baron Funds 

    430 West 7th Street

    Kansas City, MO 64105-1514

    Regular Mail Address: 

    Baron Funds 

    PO BOX 219946 

    Kansas City, MO 64121-9946

    Please click here to register for online account access or to sign into your online account. 

    If you have any additional questions on how to purchase, exchange, or redeem, please contact our transfer agent, DST. They can be reached at 1-800-442-3814, Monday – Friday from 9am to 5pm ET.

General Baron Mutual Fund Information

  • Performance for the calendar, 1-, 3-, 5-, and 10-year periods and since inception are available on our website here. On this page you will be able to compare the performance and expense ratios of all our Funds. Please select the appropriate share class at the top of the page. 

General Tax Information

Please note, the information provided here is neither tax nor legal advice. You should speak to your tax professional for specific information regarding your tax situation.

  • Dividends, capital gains and spillback distributions can be found on our website under Individuals, Tax Center here. Please select the appropriate share class from the drop down at the top of the page. 

    After selecting the appropriate year, you will see the Baron Funds that had a distribution that year. If the Baron Fund you are invested in is not listed, that Baron Fund did not have a distribution that year.