About BEXIX
Baron Emerging Markets Fund Institutional Shares is a mutual fund designed for institutional investors seeking exposure to companies in emerging markets. The fund's primary objective is capital appreciation by investing at least 80% of its net assets in equity securities, particularly those of growth-oriented companies across a diverse range of industries and countries outside the United States. With a portfolio that is heavily weighted toward foreign equities—over 96% invested abroad—the fund spans sectors such as industrials, information technology, consumer discretionary, financials, and communication services, among others. Notable holdings include leading firms like Taiwan Semiconductor Manufacturing, Samsung Electronics, and Tencent Holdings, reflecting its focus on industry leaders in developing economies. The fund utilizes a bottom-up stock selection process, emphasizing long-term growth potential rather than mirroring index sector weights. Given its broad diversification and active management approach, the Baron Emerging Markets Fund Institutional Shares plays a significant role in providing access to the dynamic growth opportunities present in emerging markets, serving as a key vehicle for exposure to this segment of the global equity market.
Fund Family Baron Capital Group, Inc.
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol BEXIX
Share Class Institutional Shares
Index MSCI EM (Emerging Markets) NR USD
BEXIX had a total return of 11.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.58%.
