Mutual Funds - Profile

Baron International Growth Fund

INT > Multi-Cap > Growth

Rank

Universe Rank

Summary

The diversified fund seeks to invest in growth companies in developed regions outside the U.S.

The bottom up research focuses on discovering companies with structural and forward looking high growth companies with capabilities to generate free cash flow. The fund invests to generate absolute return on a long term basis and stock selection is expected to drive excess return to the fund’s benchmark.

Stock selection and thematic investing drives country and regional allocation.

Price

  • Last Close
  • $30.52
    -1.53
  • 52 Week HL
  • $35.16 - $30.37
  • Net Assets
  • $722.1 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Apr 30, 2021

Top 10 Holdings
Apr 30, 2021

Company Holding
BNP Paribas 3.1
Future Plc 2.2
S4 Capital 2.0
Lloyds Banking 1.9
Argenx SE 1.9
Company Holding
Korea Shipbuilding 1.8
Zai Lab 1.8
Linde Plc 1.7
Tencent Holdings 1.7
LVMH Moet 1.7
Total 19.8%

Manager

  • Name
  • Michael Kass
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-5.6 % YTD

  • 3 Year
  • 27.22%
  • 5 Year
  • 77.9%
  • Best
  • 36.95%
    2017
  • Worst
  • -17.88%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
BIGFX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.6% 2.3% -21.5% 16.7% 2% 10.2% -1.6% 2.8% 1.5% 1.7% -
Q2 - 8.4% 28.2% 1.5% -0.9% 6.8% 1.9% 4.6% 3.8% 1.4% -
Q3 - 4.1% 9.4% -1.8% -1.7% 8.5% 7.6% -10% -6.9% 13.6% -
Q4 - -6% 18.5% 8.9% -15.5% 6.9% -6.3% 4.6% -0.5% 3.2% -

Returns +
M

J F M A M J J A S O N D
2022 -5.6% - - - - - - - - - - -
2021 - 4.1% -1.7% 5.5% 1.4% 1.4% -0.9% 3.2% 1.7% -2.9% -10.3% 2.6%

Annual
Return

Index Comparison

Alpha

NAV