Morningstar

Baron Global Opportunity Fund Retail Shares BGAFX

Morningstar Medalist Rating
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Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return$56.86  /  −1.01%
  • Fund Size$1.2B
  • Adjusted Expense Ratio1.150%
  • Net Expense Ratio1.150%
  • Fee Level: DistributionAbove Average
  • Share Class TypeNo Load
  • Morningstar CategoryGlobal Large-Stock Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio9%
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

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Portfolio Holdings BGAFX

More BGAFX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings57.7
Top 10 Holdings
% Portfolio Weight
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