Baron Emerging Markets Fund (BEXFX)

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Baron Emerging Markets Fund (BEXFX) is one of the best emerging markets stock mutual funds. This mutual fund is popular among investors.

Baron Emerging Markets Fund (BEXFX) Profile

This Baron Emerging Markets Fund objective is to provide long-term capital appreciation. This mutual fund invests mainly in non-U.S. companies of all sizes with significant growth potential.
The majority of investments are in companies domiciled in developing countries, and the Fund may invest up to 20% in companies in developed and frontier countries. It is a diversified mutual fund.

BEXFX Profile

    Baron Emerging Markets Fund (BEXFX)
  • Fund Inception Date: December 30, 2010
  • Ticker Symbol: BEXFX
  • CUSIP: 06828M884
  • Fund Manager: Michael Kass
  • Net Assets: $3.3 Billion
  • Beta (3yr): 0.77
  • Category: Diversified Emerging Markets
  • Yield: 0.13%
  • Expense Fee: 1.38%
  • Min to Invest: $2,000
  • Capital Gains: N/A
  • Number of Years Up: 4 years
  • Number of Years Down: 2 years
  • Turnover rate: 25%
Updated on May 2017

This Baron Emerging Markets Fund is a no sales load fund, and there is no 12b1 fee. The BEXFX fund has an average annual expense ratio of 1.38% and the average annual expense ratio for the emerging markets category is 1.47%. The current yield is 0.13%. This fund has been managed by Michael Kass.

Baron Emerging Markets Fund (BEXFX) Performance

You can find the Baron Emerging Markets Fund (BEXFX) performance for the past years:
  • Year 2017: 16.89% (YTD)
  • Year 2016: 3.75%
  • Year 2015: -11.16%
  • Year 2014: 3.47%
  • Year 2013: 14.71%

How to Buy

You can start investing in this fund with as little as $2,000. Several brokerages where you can buy include Raymond James, Schwab, TD Ameritrade, Morgan Stanley, Fidelity Investment, etc.

Note: This Baron Emerging Markets Fund (BEXFX) is part of Kiplinger's Best Mutual Funds, Kip 25.

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