Baron Emerging Markets Fd Inst Shs
BEXIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 767 Fifth Ave New York NY United States of America 10153
- IPO Date
- Jan 4, 2011
- CIK
- 0001217673
- Website
- baroncapitalgroup.com
- Similar Companies
- Business
- Baron Emerging Markets Fund Institutional Shares (BEXIX) is an open-end mutual fund managed by Baron Capital Group, Inc., that seeks long-term capital appreciation by investing primarily in equity securities of emerging market companies across all market capitalizations demonstrating significant growth potential; up to 20% of the portfolio may be allocated to developed and frontier market companies. The fund's portfolio emphasizes sectors such as information technology (including semiconductors like Taiwan Semiconductor Manufacturing Company Limited and SK hynix Inc.), industrials (including HD Korea Shipbuilding & Offshore Engineering Co., Ltd. and Contemporary Amperex Technology Co., Limited), consumer discretionary (such as Alibaba Group Holding Limited), financial services (including Bajaj Finance Limited), and communication services (such as Tencent Holdings Limited and Bharti Airtel Limited); top holdings typically represent around 25% of net assets, with heavy geographic focus on emerging Asia (China, India, Korea, Taiwan), developed Asia, Latin America, and select positions in Africa and other regions. Launched on December 31, 2010, under the leadership of portfolio manager Michael Kass, BEXIX is domiciled in the United States, available primarily to U.S. investors with a minimum initial investment of $1 million for institutional shares, and maintains net assets of approximately $3.72 billion as of late 2025, with a net expense ratio of 1.11%. Baron Capital Group, headquartered in New York, New York, and founded in 1982, serves as the investment adviser for the fund, which forms part of the firm's broader suite of growth-oriented equity strategies targeting institutional and high-net-worth investors. In recent developments as of Q2 2025, the fund initiated new positions in companies like Eternal Limited (India's leading food delivery platform), Doosan Corporation (expanding in sustainability/ESG themes via small modular reactor partnerships with TerraPower, NuScale Power, and X-energy), and GPS (a logistics and outsourcing leader), while adding to existing high-conviction holdings such as SK hynix Inc., Contemporary Amperex Technology Co., Limited, Trent Limited, and others amid India's market correction; Baron Capital Group also launched active ETFs in December 2025, extending its growth equity approach beyond mutual funds.