Baron Global Advantage Fd Retail Shs (BGAFX) Research

This globally diversified fund primarily invests in common stocks of both well-established and emerging market companies located across the globe. It targets businesses with market capitalizations generally aligned with those found within the MSCI ACWI Index Net USD. The fund maintains a significant international presence, consistently holding equity stakes in companies from a minimum of three countries outside the United States. Typically, at least 40% of its net assets will be allocated to non-U.S. equities, although this threshold may be adjusted to 30% if global market conditions are considered unfavorable.

Market snapshot

Symbol
BGAFX
Price
$59.04
Day change
+0.51%
Market cap
$968.8M
52-week range
40.86-59.71
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • Baron Global Advantage Fd Inst Cl (BGAIX)
  • Baron Global Advantage Fund R6 Shares (BGLUX)
  • Allspring Large Cap Core Fund - Class R6 (EGORX)
  • Hartford International Equity Fund Class Y (HDVYX)
  • Columbia Select Global Equity Fund Class A (IGLGX)
  • PGIM Jennison Emerging Markets Equity Opportunities Fund Class Z (PDEZX)
  • Putnam Research Fund Class A (PNRAX)
  • T. Rowe Price Total Return Fund - Investor Class (PTTFX)

Open Baron Global Advantage Fd Retail Shs (BGAFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.