Morningstar

Baron Global Opportunity Fund R6 Shares BGLUX

Morningstar Medalist Rating
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Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $62.76  /  +1.06 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.15%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis BGLUX

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

  • People Pillar

    The People Pillar is our evaluation of the BGLUX 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 BGLUX’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 BGLUX

More BGLUX 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
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