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Baron Global Advantage Fund Institutional Shares (BGAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.15+0.60 (+2.18%)
At close: 08:01PM EDT

Baron Global Advantage Fund Institutional Shares

Baron Select Funds

767 Fifth Avenue 49th Floor

New York, NY 10153

Management Information
Alex Umansky,Lead Manager since April 29, 2012
Alex Umansky joined Baron in 2011 as a portfolio manager. He has 26 years of research experience, 18 of which were 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 Stern School of Business with a B.S. in Finance, Information Systems, and Mathematics in 1993. In addition to Baron Global Advantage Strategy, Alex is also the portfolio manager of Baron Large Cap Growth Strategy and Baron Durable Advantage Strategy.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large-Stock Growth
Fund FamilyBaron Capital Group, Inc.
Net Assets2.88B
YTD Return-22.78%
Morningstar Rating★★★★★
Inception DateApr 29, 2012

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover8.75%
Average for CategoryN/A

Fees & Expenses

ExpenseBGAIXCategory Average
Annual Report Expense Ratio (net)0.90%1.12%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio0.92%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.26%
3 Yr Expense Projection287N/A
5 Yr Expense Projection498N/A
10 Yr Expense Projection1,108N/A