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Morningstar

Baron International Growth Retail BIGFX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 24.33  /  0.49 %
  • Total Assets 455.1 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 47%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:11 PM GMT+0

Morningstar’s Analysis BIGFX

Will BIGFX outperform in 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.

A sound investment process and strong management team underpin Baron International Growth Retail's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BIGFX

More BIGFX Holdings
  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

7.40
35,613,255
Cash and Equivalents

argenx SE ADR

3.17
15,261,178
Healthcare

Linde PLC

2.71
13,014,546
Basic Materials

Arch Capital Group Ltd

2.39
11,487,407
Financial Services

Edreams Odigeo SA Ordinary Shares

2.27
10,911,588
Consumer Cyclical

AstraZeneca PLC ADR

2.24
10,759,828
Healthcare

Constellation Software Inc

2.16
10,382,233
Technology

Industria De Diseno Textil SA Share From Split

1.91
9,189,402
Consumer Cyclical

BNP Paribas Act. Cat.A

1.89
9,080,374
Financial Services

Mitsubishi UFJ Financial Group Inc ADR

1.70
8,186,330
Financial Services