Baron Emerging Markets Fd Inst Shs

Frequently Asked Questions About BEXIX

What does BEXIX invest in?

The fund's primary objective is to achieve long-term capital growth. It typically commits approximately 80% of its net assets to equity investments, specifically common stocks of growth-oriented companies. These companies must either be based in, have their main offices in, or conduct their principal business activities or trading markets within developing nations. A "developing nation" is understood to include any country found in the MSCI Emerging Markets (EM) Index, as well as other countries the Adviser identifies as developing. This identification can be based on classifications from the International Monetary Fund (IMF) or on country characteristics that resemble those of the nations within the EM index.

What is the expense ratio of BEXIX?

Baron Emerging Markets Fd Inst Shs (BEXIX) charges an expense ratio of 1.12%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BEXIX?

Baron Emerging Markets Fd Inst Shs (BEXIX) manages $3.61B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BEXIX actively managed or an index fund?

BEXIX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BEXIX's is 1.12%) because there's no security selection cost.

When was BEXIX launched?

Baron Emerging Markets Fd Inst Shs (BEXIX) launched in January 2011 and is managed by Baron.

How has BEXIX performed?

BEXIX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.