About BGAIX
Baron Global Advantage Fund Institutional Shares is a diversified mutual fund designed to provide long-term capital appreciation by investing primarily in equity securities of companies around the world. The fund targets both established and emerging markets, with a focus on identifying growth companies that are agents or beneficiaries of disruptive change, such as advancements in digitization, artificial intelligence, cloud computing, and other transformative technologies. Managed with a high-conviction, concentrated approach, it typically holds a select portfolio of 30 to 45 stocks, emphasizing companies with strong competitive advantages, visionary leadership, and open-ended growth potential. The fund maintains significant exposure to both U.S. and international equities, including higher allocations to emerging markets than broad global benchmarks. Its investment strategy does not strictly follow index weights, resulting in a high active share and distinct sector and country allocations that reflect its pursuit of innovative enterprises globally. Baron Global Advantage Fund Institutional Shares plays a notable role in the global large-cap growth category, seeking to capture opportunities from long-term, structural shifts in the global economy.
Fund Family Baron Capital Group, Inc.
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BGAIX
Share Class Institutional Shares
Index MSCI AC World NR USD
BGAIX had a total return of 17.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.60%.
