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Baron Global Advantage Retail BGAFX

Analyst rating as of
NAV / 1-Day Return
28.53  /  3.52 %
Total Assets
1.0 Bil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
Above Average
Longest Manager Tenure
10.18 years
Category
Global Large-Stock Growth
Investment Style
Large Growth
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.00%
Turnover
24%

Morningstar’s Analysis

Will BGAFX outperform in future?

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

Baron Global Advantage's Rating Is Unchanged Despite Weak Recent Performance

Senior Analyst

Analyst Note

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Baron Global Advantage has posted significant losses to start off 2022. For the year-to-date period through March 18, the institutional shares declined 24.2%, placing them in the bottom decile of world large-stock growth Morningstar Category peers. This comes after a similarly rough year in 2021 that saw the shares return just 0.9% relative to the 12.8% gain for the fund's average peer. Despite the challenging performance, the longer-term track record remains strong, and results are mostly in line with expectations given its aggressive mandate. The fund retains its Morningstar Analyst Rating of Bronze.

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