Baron FinTech Retail (BFINX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Baron FinTech Retail
New York, NY 10153
767 Fifth Avenue 49th Floor
Baron Select Funds
Management Information
,Lead Manager since December 30, 2019
Josh joined Baron Capital in 2011 as a research analyst and was named portfolio manager of Baron FinTech Fund in 2019. He has 18 years of research experience. From 2006 to 2009, he worked at TA Associates as an associate. From 2004 to 2006, he worked at Morgan Stanley as an analyst in the Investment Banking division. Josh graduated summa cum laude from Princeton University with a B.S.E. in Operations Research and Financial Engineering in 2004 and with honors from Columbia Business School with an M.B.A. in 2011.
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Morningstar Category
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Fund Overview
CategoryTechnology
Fund FamilyBaron Capital Group, Inc.
Net Assets57.58M
YTD Return-0.64%
Yield0.00%
Morningstar Rating★★★
Inception DateDec 30, 2019
Fund Operations
Last DividendN/A
Last Cap Gain-3.00
Holdings Turnover16.31%
Average for CategoryN/A
Fees & Expenses
ExpenseBFINXCategory Average
Annual Report Expense Ratio (net)0.95%1.05%
Prospectus Net Expense Ratio0.95%N/A
Prospectus Gross Expense Ratio1.18%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.21%
Max Deferred Sales LoadN/A1.24%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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