About BEXFX
Baron Emerging Markets Fund Retail Shares is an actively managed mutual fund specializing in equities from emerging market economies. Its primary objective is to achieve capital appreciation by investing at least 80% of its net assets in common stocks of growth-oriented companies that are either domiciled, headquartered, or conduct major business activities in developing countries. The fund maintains a diversified approach, holding a broad portfolio that spans over 100 companies, with significant allocations to sectors such as industrials, information technology, consumer discretionary, and financials. Notable holdings often include major firms like Taiwan Semiconductor Manufacturing, Tencent, and Alibaba Group, reflecting a focus on large-cap growth leaders in emerging markets. With net assets of approximately $3.6 billion, the fund plays a notable role in providing investors access to the potential growth and diversification benefits offered by emerging economies. Emphasizing fundamental research and an active selection process, the fund targets companies with strong growth prospects, aiming to capture long-term value across dynamic and developing markets.
Fund Family Baron Capital Group, Inc.
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BEXFX
Share Class Retail Shares
Index MSCI EM (Emerging Markets) NR USD
BEXFX had a total return of 38.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.69%.
