Baron Emerging Markets Fund (BEXFX) Profile
This Baron Emerging Markets Fund objective is to provide long-term capital appreciation. This mutual fund invests mainly in non-U.S. companies of all sizes with significant growth potential.The majority of investments are in companies domiciled in developing countries, and the Fund may invest up to 20% in companies in developed and frontier countries. It is a diversified mutual fund.
BEXFX Profile
- Fund Inception Date: December 30, 2010
- Ticker Symbol: BEXFX
- CUSIP: 06828M884
- Fund Manager: Michael Kass
- Net Assets: $3.3 Billion
- Beta (3yr): 0.77
- Category: Diversified Emerging Markets
- Yield: 0.13%
- Expense Fee: 1.38%
- Min to Invest: $2,000
- Capital Gains: N/A
- Number of Years Up: 4 years
- Number of Years Down: 2 years
- Turnover rate: 25%
This Baron Emerging Markets Fund is a no sales load fund, and there is no 12b1 fee. The BEXFX fund has an average annual expense ratio of 1.38% and the average annual expense ratio for the emerging markets category is 1.47%. The current yield is 0.13%. This fund has been managed by Michael Kass.
Baron Emerging Markets Fund (BEXFX) Performance
You can find the Baron Emerging Markets Fund (BEXFX) performance for the past years:- Year 2017: 16.89% (YTD)
- Year 2016: 3.75%
- Year 2015: -11.16%
- Year 2014: 3.47%
- Year 2013: 14.71%
How to Buy
You can start investing in this fund with as little as $2,000. Several brokerages where you can buy include Raymond James, Schwab, TD Ameritrade, Morgan Stanley, Fidelity Investment, etc.Note: This Baron Emerging Markets Fund (BEXFX) is part of Kiplinger's Best Mutual Funds, Kip 25.
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