Baron Global Advantage Fd Inst Cl (BGAIX) Research
This fund aims to achieve long-term capital growth for investors. It maintains a broadly diversified portfolio, primarily investing in common stocks of companies located worldwide. These companies range from well-established entities to those in emerging markets, with market capitalizations generally comparable to the constituents of the MSCI ACWI Index Net USD. To ensure global exposure, the fund consistently allocates capital to equity securities of companies based in at least three non-U.S. countries. Typically, a minimum of 40% of its total assets will be invested in international companies. However, if foreign market conditions are deemed unfavorable, this allocation may be adjusted to no less than 30% of the fund's net assets.
Market snapshot
- Symbol
- BGAIX
- Price
- $60.71
- Day change
- +0.53%
- Market cap
- $968.9M
- 52-week range
- 42.08-61.4
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Baron Global Advantage Fd Retail Shs (BGAFX)
- Baron Global Advantage Fund R6 Shares (BGLUX)
- BlackRock Enhanced Global Dividend Trust (BOE)
- 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 Inst Cl (BGAIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.