About BGAFX
Baron Global Advantage Fund Retail Shares is a diversified mutual fund focused on long-term capital appreciation through investments in growth companies worldwide. The fund primarily invests in equity securities of firms ranging from established multinationals to emerging businesses, with a significant portion—typically at least 40%—allocated to non-U.S. companies across both developed and emerging markets. Its portfolio is concentrated, holding a relatively small number of positions, with the top ten holdings comprising more than 60% of net assets, and features exposure to high-growth sectors such as technology, consumer discretionary, and healthcare. Notable holdings often include industry leaders like NVIDIA, MercadoLibre, Shopify, and Space Exploration Technologies. This fund is recognized for its active management approach, high active share, and a focus on companies exhibiting above-average earnings growth potential. Since its inception in 2012, it has played a distinctive role in the global large-cap growth category, providing investors with access to a select set of innovative companies shaping global markets.
Fund Family Baron Capital Group, Inc.
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BGAFX
Share Class Retail Shares
Index MSCI AC World NR USD
BGAFX had a total return of 17.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.30%.
