Baron Global Advantage Fund R6 Shares (BGLUX) Research

The fund's primary objective is to achieve capital appreciation. It operates as a diversified investment vehicle, typically allocating its assets predominantly to common stocks of companies across both established and emerging global markets. The market capitalization of these companies will generally align with the range of those included in the MSCI ACWI Index Net USD. Crucially, the portfolio will consistently maintain equity investments in businesses situated in at least three countries outside the United States. Under standard market conditions, a minimum of 40% of the fund's net assets will be dedicated to non-U.S. equities, a threshold that may be reduced to 30% during periods of unfavorable foreign market conditions.

Market snapshot

Symbol
BGLUX
Price
$60.85
Day change
+0.51%
Market cap
$969.1M
52-week range
42.09-61.54
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • Baron Global Advantage Fd Retail Shs (BGAFX)
  • Baron Global Advantage Fd Inst Cl (BGAIX)
  • 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)
  • T. Rowe Price Total Return Fund - Investor Class (PTTFX)
  • American Beacon Stephens Mid-Cap Growth Fund Class Y (SMFYX)

Open Baron Global Advantage Fund R6 Shares (BGLUX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.