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Baron Global Advantage Retail BGAFX

Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 31.86  /  −0.34 %
  • Total Assets 656.4 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.160%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 2%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis BGAFX

Will BGAFX outperform in future?

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

A subpar stretch doesn’t invalidate this aggressive offering.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Baron Global Advantage still has the flexibility, resources, and discipline to deliver over the long term. The following text is from Dec. 11, 2022.

Rated on Published on

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Portfolio Holdings BGAFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 59.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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