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Morningstar

Baron Global Advantage Institutional BGAIX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 30.70  /  −1.25 %
  • Total Assets 639.2 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.910%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 2%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BGAIX

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

  • People Pillar

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

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.

by Adam Sabban
Rated on Published on

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Portfolio Holdings BGAIX

More BGAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.09 70.6 Mil
Technology

MercadoLibre Inc

8.81 56.0 Mil
Consumer Cyclical

Shopify Inc Registered Shs -A- Subord Vtg

8.00 50.9 Mil
Technology

Cloudflare Inc

5.46 34.7 Mil
Technology

Coupang Inc Ordinary Shares - Class A

5.03 32.0 Mil
Consumer Cyclical

CrowdStrike Holdings Inc Class A

4.44 28.3 Mil
Technology

Snowflake Inc Ordinary Shares - Class A

4.23 26.9 Mil
Technology

Space Exploration Technologies Class A Common Stock

3.85 24.5 Mil
—

ASML Holding NV

3.77 24.0 Mil
Technology

argenx SE ADR

3.73 23.7 Mil
Healthcare