| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | www.baronfunds.com |
| Fund | Symbol | Investment Type |
Large Notify |
Initial Investment Minimum 1 |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| BARON ASSET FUND - RETAIL CLASS | BARAX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON GROWTH FUND-RETAIL CLASS | BGRFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON SMALL CAP FUND-RETAIL CLASS | BSCFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON FIFTH AVENUE GROWTH FUND - RETAIL | BFTHX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON PARTNERS FUND-RETAIL CLASS | BPTRX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON FOCUSED GROWTH FUND-RETAIL CLASS | BFGFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON INT'L GROWTH FUND-RETAIL CLASS | BIGFX | Stock | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON ASSET FUND - INST. CLASS | BARIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON GROWTH FUND-INST. CLASS | BGRIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON SMALL CAP FUND-INST. CLASS | BSFIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON 5TH AVE GROWTH FUND-INST. | BFTIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON PARTNERS FUND-INST. CLASS | BPTIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON FOCUSED GROWTH FUND-INST. CLASS | BFGIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON INT'L GROWTH FUND-INST. CLASS | BINIX | Stock | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON EMERGING MARKETS FUND-INST. CLASS | BEXIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON EMERGING MARKETS FUND-RETAIL CLASS | BEXFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON GLOBAL ADVANTAGE FUND-INST. CLASS | BGAIX | Stock | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON GLOBAL ADVANTAGE FUND-RETAIL CLASS | BGAFX | Stock | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON OPPORTUNITY FUND-INST. CLASS | BIOIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON OPPORTUNITY FUND-RETAIL CLASS | BIOPX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON REAL ESTATE FUND-INST. CLASS | BREIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON REAL ESTATE FUND-RETAIL CLASS | BREFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON DISCOVERY FUND - RETAIL CLASS | BDFFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON DISCOVERY FUND - INST. CLASS | BDFIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON DURABLE ADVANTAGE FUND-RETAIL CL | BDAFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON DURABLE ADVANTAGE FUND-INST. CLASS | BDAIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON REAL ESTATE INCOME FUND - RETAIL | BRIFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON WEALTHBUILDER - RETAIL CLASS | BWBFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON WEALTHBUILDER FUND - INST. CLASS | BWBIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON HEALTH CARE FUND-RETAIL CLASS | BHCFX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON HEALTH CARE FUND-INST. CLASS | BHCHX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON FINTECH FUND-RETAIL CLASS | BFINX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON FINTECH FUND-INST. CLASS | BFIIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON NEW ASIA FUND - RETAIL SHARES | BNAFX | Stock | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
| BARON NEW ASIA FUND - INST'L | BNAIX | Stock | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON TECHNOLOGY FUND - INST SHARES | BTECX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | INSTITUTIONAL | Yes |
| BARON TECHNOLOGY FUND - RETAIL SHARES | BTEEX | N/A | USD 1,000,000 | USD 2,000 | No Load | RETAIL | No |
Notes:
Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.
Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.