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Baron Global Opportunity R6 (BGLUX)

59.33 -2.91 (-4.68%)
At close: October 30 at 8:00:10 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Comerica Bank
  • American Trust Custody
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
  • Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • CommonWealth NTF
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • WFA MF Advisory Updated 9.2.26
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Ameritas NTFN
  • Scottrade TF
  • Scottrade NTF
  • Ameriprise Financial
  • Fidelity Advisor 401(k) I Shares
  • Thrivent – Advisory Eligible
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • WFA Fdntl Choice/PIM Updated 9.2.26
  • ADP Access Open Fund Architecture
  • ADP Access Tier 1
  • RBC Wealth Management-Wrap Eligible
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • JP Morgan No Load
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • Cetera Financial Specialist LLC – Premier, mAA Advisor
  • LPL SWM
  • Schwab Advisor Services All Funds Available
  • Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 1
  • ADP Advisor Access 3(21) Tier 3
  • ADP Advisor Access Tier 1
  • ADP Advisor Access Tier 2
  • LPL Brokerage Availability
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Schwab Advisor Services Transaction-Fee Funds
  • Schwab Advisor Services Institutional No Transaction Fee Funds
  • Schwab Advisor Services Funds Available for Approved Inv Managers Only

Fund Summary

The fund is a diversified fund that, under normal circumstances, invests primarily in equity securities in the form of common stock of established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Index Net USD. At all times, it will have investments in equity securities of companies in at least three countries outside of the U.S. Under normal conditions, at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S. (at least 30% if foreign market conditions are not favorable).

Fund Overview

Category --
Fund Family Baron Capital Group, Inc.
Net Assets 1.34B
YTD Return 24.59%
Yield 0.15%
Morningstar Rating
Inception Date Apr 30, 2012

Performance & Risk

YTD Return 16.79%
5y Average Return 0.81%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

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