Nasdaq - Delayed Quote USD

Baron Global Advantage Fund (BGAFX)

38.26 +0.98 (+2.63%)
At close: 8:01 PM EST
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DELL
  • Previous Close 37.28
  • YTD Return 14.17%
  • Expense Ratio 1.16%
  • Category World Large-Stock Growth
  • Last Cap Gain -25.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 550.37M
  • Beta (5Y Monthly) 1.28
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 2.03%
  • Last Dividend 0.03
  • Inception Date Apr 30, 2012

The fund is a diversified fund that, under normal circumstances, invests primarily in equity securities in the form of common stock of established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Index Net USD. At all times, it will have investments in equity securities of companies in at least three countries outside of the U.S. Under normal conditions, at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S. (at least 30% if foreign market conditions are not favorable).

Baron Capital Group, Inc.

Fund Family

World Large-Stock Growth

Fund Category

550.37M

Net Assets

2012-04-30

Inception Date

Performance Overview: BGAFX

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Trailing returns as of 11/20/2024. Category is World Large-Stock Growth.

YTD Return

BGAFX
14.17%
Category
9.95%
?

1-Year Return

BGAFX
41.22%
Category
40.81%
?

3-Year Return

BGAFX
14.43%
Category
19.17%
?

5-Year Return

BGAFX
6.33%
Category
18.49%
?

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Holdings: BGAFX

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Top 9 Holdings (54.73% of Total Assets)

SymbolCompany% Assets
MELI
MercadoLibre, Inc. 9.64%
NVDA
NVIDIA Corporation 9.03%
SHOP.TO
Shopify Inc. 8.68%
CPNG
Coupang, Inc. 6.96%
NET
Cloudflare, Inc. 5.08%
ARGX
argenx SE 4.71%
ZOMATO.BO
Zomato Limited 3.83%
ASML.AS
ASML Holding N.V. 3.45%
DDOG
Datadog, Inc. 3.36%

Sector Weightings

Recent News: BGAFX

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Research Reports: BGAFX

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