About BGLUX
Baron Global Advantage Fund R6 Shares is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in global equities. The fund targets companies across developed and emerging markets that demonstrate substantial growth potential, with a particular emphasis on innovative firms seen as having significant competitive advantages. Its portfolio is concentrated, typically holding a limited number of high-conviction positions, and is heavily weighted towards large-cap growth stocks in sectors such as technology, consumer cyclicals, and healthcare. Some of the top holdings include leading names like NVIDIA, MercadoLibre, Shopify, and CrowdStrike, reflecting a bias toward technology-driven and disruptive business models. The fund is classified within the global large-stock growth category and is suitable for retirement-focused investors, as denoted by its R6 share class. It maintains a low portfolio turnover, suggesting a long-term investment approach, and aims to capitalize on global economic trends and transformative business opportunities, thus playing a significant role as an aggressive growth option in diversified portfolios seeking international equity exposure.
Fund Family Baron Capital Group, Inc.
Category World Large-Stock Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol BGLUX
Share Class R6 Shares
Index MSCI AC World NR USD
BGLUX had a total return of 35.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.76%.
