Morningstar

Baron International Growth Fund Retail Shares BIGFX

Morningstar Medalist Rating
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Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $33.97  /  −0.06 %
  • Fund Size $315.4M
  • Adjusted Expense Ratio 1.210%
  • Net Expense Ratio 1.210%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 1.10%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

Morningstar’s Analysis BIGFX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron International Growth Retail holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings BIGFX

More BIGFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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BNP Paribas Act. Cat.A

2.89 9M
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Usd

2.88 9M
Cash and Equivalents

Samsung Electronics Co Ltd

2.41 8M
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TotalEnergies SE

2.39 8M
Energy

Keyence Corp

2.19 7M
Technology

Arch Capital Group Ltd

2.10 7M
Financial Services

Japan Exchange Group Inc

2.04 7M
Financial Services

Agilent Technologies Inc

1.92 6M
Healthcare

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