Baron Global Opportunity’s research resources, long-term mindset, and differentiated framework make it a good option for risk-tolerant investors.
Baron Global Opportunity Fund Institutional Shares BGAIX
- NAV / 1-Day Return 54.83 / −2.05 %
- Total Assets 1.3B
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.18%
- Turnover 9%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis BGAIX
Will BGAIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SpaceX | 15.84 | 133M | — |
NVIDIA Corp | 7.43 | 62M | Technology |
Shopify Inc Registered Shs -A- Subord Vtg | 5.06 | 42M | Technology |
Amazon.com Inc | 4.99 | 42M | Consumer Cyclical |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 4.98 | 42M | Technology |
MercadoLibre Inc | 4.82 | 40M | Consumer Cyclical |
SpaceX | 4.73 | 40M | — |
Cloudflare Inc | 3.67 | 31M | Technology |
Coupang Inc Ordinary Shares - Class A | 3.54 | 30M | Consumer Cyclical |
Nu Holdings Ltd Ordinary Shares Class A | 3.02 | 25M | Financial Services |
United States