BGAIX Mutual Fund

BGAIX Mutual Fund (Baron Global Opportunity Fund Institutional Class) is managed by Baron Funds. BGAIX expense ratio is 0.90%, holding 47 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2012-04-30.

BGAIX performance shows a YTD return of 10.23%. The 1-year return is 24.20% and the 5-year return is 0.78%. BGAIX dividend yield stands at 0.17%, paid annually.

BGAIX top holdings include Nvidia Corp. (7.4%), Shopify Inc. (5.1%), Amazon.Com Inc (5.0%), Taiwan Semiconductor - Adr (5.0%), Mercadolibre Inc (4.8%). Go to all BGAIX holdings, BGAIX sectors, or BGAIX dividends.

BGAIX can be compared against other funds. Use BGAIX overlap to find shared positions, or BGAIX vs another fund for a side-by-side view. BGAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.