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Baron Global Advantage Institutional (BGAIX)

14.02 Up 0.27(1.96%) Oct 21

Profile as of Sep 29, 2014Get Profile for:
Baron Global Advantage Institutional
Baron Select Funds767 Fifth Avenue 49th FloorNew York, NY 10153
Phone: 800-992-2766
Fund Overview 
Category:World Stock
Fund Family:Baron Capital Group
Net Assets:7.50M
Year-to-Date Return:4.21%
Morningstar Rating:N/A
Fund Inception Date:Apr 30, 2012
Morningstar Style Box 
World Stock
[View Category Definition]
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Management Information 
Alex Umansky
Lead Manager since Apr 30, 2012
Alex joined Baron in 2011 as a portfolio manager having investment experience at Morgan Stanley. From 2007 to 2011, he was a co-manager of the Morgan Stanley Opportunity Fund, while also co-managing the Global Opportunity Fund from 2008 to 2011, the International Opportunity Fund and the International Advantage Fund from 2010 to 2011. From 1998 to 2004, Alex was lead manager of the Morgan Stanley Institutional Technology Strategy and the Technology Fund. He was also the co-manager of the Information Fund from 2004 to 2005 and the Small Company Growth Fund from 1999 to 2002. Alex graduated from New York University with a B.S. in Finance, Information Systems and Mathematics in 1993.
Investment Information 
Min Initial Investment:1,000,000
Min Initial Investment, IRA:1,000,000
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
BGAIX can be purchased from 28 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund is a diversified fund that, under normal circumstances, invests primarily in established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Growth Index Net. At all times, it will have investments in the securities of companies in at least three countries.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Sep 22, 2014) : 0.00
Annual Holdings Turnover (Oct 19, 2014) : 32.78%
Average for Category:41.71%
Fees & Expenses 
ExpenseBGAIXCategory Avg
Annual Report Expense Ratio (net):1.25%1.33%
Prospectus Net Expense Ratio:1.25%N/A
Prospectus Gross Expense Ratio:4.91%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A5.43%
Max Deferred Sales Load: N/A2.12%
3 Yr Expense Projection*:397675
5 Yr Expense Projection*:6861,101
10 Yr Expense Projection*:1,5112,235
* Per $10,000 invested