Baron Global Advantage Fund Quote
| BGAFX Fund | USD 37.12 0.21 0.57% |
PerformanceVery Weak
| Odds Of DistressLow
|
Baron Global is trading at 37.12 as of the 22nd of March 2025; that is 0.57 percent increase since the beginning of the trading day. The fund's open price was 36.91. Baron Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
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. More on Baron Global Advantage
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Baron Capital Group, Inc. (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Baron Global Advantage [BGAFX] is traded in USA and was established 22nd of March 2025. Baron Global is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 798.28 M in assets under management (AUM) with no minimum investment requirementsBaron Global Advantage is currently producing year-to-date (YTD) return of 1.83%, while the total return for the last 3 years was 4.59%.
Check Baron Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Global Advantage Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Global Advantage Mutual Fund Constituents
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| ZI | ZoomInfo Technologies | Stock | Communication Services | |
| WIX | WixCom | Stock | Information Technology | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| TAL | TAL Education Group | Stock | Consumer Discretionary | |
| SOFI | SoFi Technologies | Stock | Financials | |
| RNG | Ringcentral | Stock | Information Technology |
Baron Global Advantage Risk Profiles
| Mean Deviation | 1.24 | |||
| Standard Deviation | 1.65 | |||
| Variance | 2.72 | |||
| Risk Adjusted Performance | (0.07) |
Baron Global Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Global financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Global security.
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