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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 24.91  /  +1.14 %
  • Total Assets 376.9 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 0.35%
  • Turnover 33%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Linde PLC

3.56 13.0 Mil
Basic Materials

Arch Capital Group Ltd

2.79 10.2 Mil
Financial Services

Edreams Odigeo SA Ordinary Shares

2.69 9.8 Mil
Consumer Cyclical

Industria De Diseno Textil SA Share From Split

2.59 9.5 Mil
Consumer Cyclical

Constellation Software Inc

2.49 9.1 Mil
Technology

Tokyo Electron Ltd

2.28 8.3 Mil
Technology

AstraZeneca PLC ADR

2.22 8.1 Mil
Healthcare

Fixed Inc Clearing Corp.Repo

2.21 8.0 Mil
Cash and Equivalents

Inpost SA Ordinary Shares

2.11 7.7 Mil
Industrials

Symrise AG

1.91 7.0 Mil
Basic Materials