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Morningstar

Baron Emerging Markets R6 BEXUX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 13.99  /  +0.50 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.67%
  • Turnover 33%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis BEXUX

Will BEXUX 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 BEXUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BEXUX 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 BEXUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid option in emerging markets.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Emerging Markets earns a Morningstar Medalist Rating of Bronze because of the strength of its management team and differentiated investment process.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BEXUX

More BEXUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

5.76 241.3 Mil
Technology

Samsung Electronics Co Ltd

4.90 205.3 Mil
Technology

Tencent Holdings Ltd

3.19 133.8 Mil
Communication Services

Fixed Inc Clearing Corp.Repo

2.69 112.8 Mil
Cash and Equivalents

Bundl Technologies Private Ltd Series K

2.60 109.2 Mil
—

Suzano SA

2.55 107.0 Mil
Basic Materials

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.26 94.7 Mil
Technology

Reliance Industries Ltd

2.15 90.1 Mil
Energy

Alibaba Group Holding Ltd ADR

1.99 83.5 Mil
Consumer Cyclical

Bharti Airtel Ltd

1.92 80.6 Mil
Communication Services