C
Baron India Fund Retail Shares BINRX
NASDAQ
Recommendation
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Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
10
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Automatic Investment Plan, Phone Exchange, Wire Redemption
Performance
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Company Information
Provider
Baron Capital Group, Inc.
Manager/Tenure
(Years)
Anuj Aggarwal (3)
Address
767 Fifth Avenue, 48th Floor
New York NY - 10153
Country
United States
Phone Number
800-992-2766
Investment Strategy
The investment seeks capital appreciation. The fund is a diversified fund that, under normal circumstances, invests at least 80% of its net assets in equity securities of companies located in India. The Adviser considers a company or other issuer to be “located” in India, and a security or instrument is deemed to be an Indian security or instrument, if it has substantial ties to India. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.