BARON Fund Family

Return to Fund Listings

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
BARON ASSET FD INST CL (BARIX)
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1 $0.00 $0.00 $0.00 $0.00
BARON DURABLE ADVANTAGE FD RETAIL (BDAFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON DURABLE ADVANTAGE FD INST (BDAIX)
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1 $0.00 $0.00 $0.00 $0.00
BARON DISCOVERY FUND RETAIL (BDFFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON FOCUSED GROWTH FD RETAIL CL (BFGFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON FOCUSED GROWTH FD INST CL (BFGIX)
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1 $0.00 $0.00 $0.00 $0.00
BARON FIN TECH FUND (BFIIX)
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1 $0.00 $0.00 $0.00 $0.00
BARON FIN TECH FD RETAIL (BFINX)
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1 $0.00 $0.00 $0.00 $0.00
BARON HEALTH CARE INST (BHCHX)
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1 $0.00 $0.00 $0.00 $0.00
BARON INTL GROWTH FD (BIGFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON INTL GROWTH FD INST CL (BINIX)
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1 $0.00 $0.00 $0.00 $0.00
BARON OPPORTUNITY FD INST CL (BIOIX)
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1 $0.00 $0.00 $0.00 $0.00
BARON SELECT FDS NEW ASIA RETAIL (BNAFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON NEW ASIA INST (BNAIX)
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1 $0.00 $0.00 $0.00 $0.00
BARON REAL ESTATE INCM FD RETAIL (BRIFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON REAL ESTATE INCM FD INST (BRIIX)
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1 $0.00 $0.00 $0.00 $0.00
BARON SMALL CAP FD INST CL (BSFIX)
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1 $0.00 $0.00 $0.00 $0.00
BARON WEALTHBUILDER FD RETAIL (BWBFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON WEALTHBUILDER FD INST (BWBIX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.