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