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 (BARAX)
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1 $0.00 $0.00 $0.00 $0.00
BARON EMRG MKTS FD RETAIL (BEXFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON FIFTH AVENUE GROWTH FUND (BFTHX)
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1 $0.00 $0.00 $0.00 $0.00
BARON GLBL ADVANTAGE FD RETAIL SHRS (BGAFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON GROWTH FUND (BGRFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON HEALTH CARE RETAIL (BHCFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON OPPORTUNITY FUND (BIOPX)
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1 $0.00 $0.00 $0.00 $0.00
BARON PARTNERS FUND (BPTRX)
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1 $0.00 $0.00 $0.00 $0.00
BARON REAL ESTATE FD RETAIL (BREFX)
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1 $0.00 $0.00 $0.00 $0.00
BARON SMALL CAP (BSCFX)
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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.