Baron Global Advantage has posted significant losses to start off 2022. For the year-to-date period through March 18, the institutional shares declined 24.2%, placing them in the bottom decile of world large-stock growth Morningstar Category peers. This comes after a similarly rough year in 2021 that saw the shares return just 0.9% relative to the 12.8% gain for the fund's average peer. Despite the challenging performance, the longer-term track record remains strong, and results are mostly in line with expectations given its aggressive mandate. The fund retains its Morningstar Analyst Rating of Bronze.
NAV / 1-Day Return
27.90 / 0.71 %
Adj. Expense Ratio
Longest Manager Tenure
Global Large-Stock Growth
Investment StyleLarge Growth
Min. Initial Investment
Morningstar’s Fund Analysis BGAIX
Will BGAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.