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Morningstar

Baron Global Advantage Retail BGAFX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 28.17  /  0.14 %
  • Total Assets 787.7 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.160%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 12%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:10 PM GMT+0

Morningstar’s Analysis BGAFX

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

People Pillar

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

A poor year doesn’t invalidate this aggressive offering.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Despite a rough year, Baron Global Advantage still has the flexibility, resources, and discipline to come back over the long term, earning a Morningstar Analyst Rating of Bronze.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BGAFX

More BGAFX Holdings
  • Current Portfolio Date
  • Equity Holdings 39
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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