Baron Emerging Markets Fund

Scorecard
5 / 5 Stars
Lipper
5 5 2 3 5
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 213 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.91 percent over the past year, and 8.72 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 8.5%
1 Year 23.9%
3 Years (Annualized) 8.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund normally invests 80% of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets (EM) Index and other countries determined by the Adviser to be developing countries based on classifications. It may invest up to 20% of its net assets in developed countries and in frontier countries as defined by the MSCI Frontier Markets (FM) Index."

Fees

Fees are Low compared to funds in the same category.
Baron Emerging Markets Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Baron Capital Group Funds