Advertisement
Skip to Content
Morningstar

Baron Emerging Markets Institutional BEXIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.05  /  0.35 %
  • Total Assets 4.8 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 33%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis BEXIX

Will BEXIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BEXIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BEXIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BEXIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A rough patch doesn’t diminish this strategy’s appeal.

Senior Analyst

Summary

| by Adam Sabban

Baron Emerging Markets earns a Morningstar Analyst Rating of Bronze because of the quality of its investment team and forward-thinking process.

Unlock our full analysis with Morningstar Investor