Baron Global Advantage Fund
Shareclass
Baron Global Advantage Institutional (BGAIX)
Type
Open-end mutual fund
Manager
Gender equality score
42
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 1,079 out of 1,100 funds
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Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Baron Global Advantage Fund BGAIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Illumina Inc0.78% of assets$3.96M invested
- 2. Globant SA1.36% of assets$6.94M invested
- 3. Cloudflare Inc6.24% of assets$31.69M invested
- 4. Adyen NV2.69% of assets$13.69M invested
- 5. Inpost SA Ordinary Shares2.12% of assets$10.77M invested
- 6. argenx SE ADR4.38% of assets$22.25M invested
- 7. NVIDIA Corp7.68% of assets$39.05M invested
- 8. ASML Holding NV2.93% of assets$14.89M invested
- 9. Block Inc Class A2.01% of assets$10.19M invested
- 10. Tesla Inc1.34% of assets$6.81M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GRAIL Inc<0.01% of assets$3,933 invested
- 2. Viking Therapeutics Inc0.36% of assets$1.81M invested
- 3. Shopify Inc Registered Shs -A- Subord Vtg8.88% of assets$45.16M invested
- 4. Coupang Inc Ordinary Shares - Class A4.98% of assets$25.33M invested
- 5. Snowflake Inc Ordinary Shares - Class A3.36% of assets$17.09M invested
- 6. CrowdStrike Holdings Inc Class A1.17% of assets$5.93M invested
- 7. BILL Holdings Inc Ordinary Shares1.26% of assets$6.39M invested
- 8. Zscaler Inc2.49% of assets$12.65M invested
- 9. Datadog Inc Class A3.03% of assets$15.4M invested
- 10. MercadoLibre Inc8.93% of assets$45.39M invested
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Financial performance
Performance data provided by
Find more financial data on BGAIX at Morningstar.com
Find more financial data on BGAIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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