Baron Energy and Resources Fund

U.S. News evaluated 48 Equity Energy 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 21.67 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 3.7%
1 Year 21.7%
3 Years (Annualized) N/A
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 U.S. and non-U.S. energy and resources companies and related companies and energy and resources master limited partnerships ("MLPs") of any market capitalization. Its investments in non-U.S. companies will not exceed 25%. Energy companies and MLPs are companies that the Adviser determines are principally in the energy industry, including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale and alternative energy. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Baron Energy and Resources Fund has an expense ratio of 1.10 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Baron Capital Group Funds