Baron Global Advantage Fund Quote

BGAFX Fund  USD 45.97  0.08  0.17%   

Performance

Fair

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Baron Global is trading at 45.97 as of the 27th of September 2025; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 46.05. Baron Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 29th of June 2025 and ending today, the 27th of September 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

  0.76BREIX Baron Real EstatePairCorr
  0.81BREFX Baron Real EstatePairCorr
  0.84BRIIX Baron Real EstatePairCorr

Moving against Baron Mutual Fund

  0.8BGRIX Baron GrowthPairCorr
  0.6BARAX Baron Asset FundPairCorr
  0.6BARIX Baron Asset FundPairCorr
  0.46BFINX Baron FintechPairCorr
  0.45BFIIX Baron FintechPairCorr

Baron Mutual Fund Highlights

Fund ConcentrationBaron Capital Group, Inc. Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Baron Capital Group, Inc. (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Baron Global Advantage [BGAFX] is traded in USA and was established 27th of September 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 14.36%, while the total return for the last 3 years was 14.63%.
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

GOOGAlphabet Inc Class CStockCommunication Services
ZIZI OldStockCommunication Services
WIXWixComStockInformation Technology
VEEVVeeva Systems ClassStockHealth Care
TWLOTwilio IncStockInformation Technology
SOFISoFi TechnologiesStockFinancials
RNGRingcentralStockInformation Technology
MELIMercadoLibreStockConsumer Discretionary
More Details

Baron Global Advantage Risk Profiles

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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