Morningstar

Baron Global Opportunity Fund Retail Shares BGAFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $59.72  /  +1.22 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.150%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis BGAFX

Will BGAFX outperform in the 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 BGAFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Boldly hunting for growth.

Associate Director Adam Sabban

Adam Sabban

Associate Director

Summary

Baron Global Opportunity’s research resources, long-term mindset, and differentiated framework make it a good option for risk-tolerant investors.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BGAFX

More BGAFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Space Exploration Technologies Corp Class A

16.76 225M
Industrials

NVIDIA Corp

7.43 100M
Technology

Shopify Inc Registered Shs -A- Subord Vtg

6.56 88M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.38 72M
Technology

Amazon.com Inc

4.75 64M
Consumer Cyclical

MercadoLibre Inc

3.82 51M
Consumer Cyclical

ASML Holding NV

3.53 48M
Technology

Datadog Inc Class A

3.17 43M
Technology

Nu Holdings Ltd Ordinary Shares Class A

3.17 43M
Financial Services

CrowdStrike Holdings Inc Class A

3.12 42M
Technology

Sponsor Center