Baron Global Advantage Fund R6 Shares
BGLUX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 767 Fifth Ave New York NY United States of America 10153
- IPO Date
- Aug 31, 2016
- CIK
- 0001217673
- Website
- baroncapitalgroup.com
- Similar Companies
- Business
- Baron Global Advantage Fund R6 Shares (BGLFX) is a mutual fund offered by Baron Capital Group, Inc., that seeks capital appreciation by investing primarily in common stocks of U.S. and non-U.S. growth companies of any market capitalization, with a focus on those demonstrating sustainable competitive advantages, strong growth potential, and attractive valuations; the fund employs a long-term, fundamental research-driven approach, typically holding 20-40 positions across sectors such as technology, healthcare, consumer discretionary, and industrials. Core offerings include its R6 share class, which features the lowest expense ratio among Baron Global Advantage share classes at approximately 1.04% (net of waivers), institutional share class equivalents, and related Baron Funds family products like the Baron Focused Growth Fund and Baron Partners Fund; services encompass active portfolio management, quarterly reporting, and access via broker-dealers, retirement plans, and financial advisors targeting high-net-worth individuals, institutions, and retirement investors. Founded in 1982 and headquartered in New York City, Baron Capital Group manages over $45 billion in assets across global, small-cap, and sector-specific strategies, with operations spanning the United States, Europe, and Asia through subsidiaries like Baron Select Funds and BAMCO, Inc. Recent developments include the fund's strong 2024 performance amid market volatility, driven by holdings in high-conviction names like Tesla, SpaceX affiliates, and emerging AI leaders, alongside a strategic expansion of its non-U.S. exposure to 25-30% of assets following enhanced research capabilities in international markets; in late 2024, Baron Capital announced a partnership with leading custodians to lower minimum investments for R6 shares and launched ESG integration options across select funds, reflecting a shift toward broader accessibility and sustainable investing themes.