Baron Global Opportunity Fund
Shareclass
Baron Global Opportunity Institutional (BGAIX)
Type
Open-end mutual fund
Manager
Gender equality score
43
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 1,057 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
16/20
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 Opportunity 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 Inc1.3% of assets$8.74M invested
- 2. Adyen NV2.14% of assets$14.38M invested
- 3. Inpost SA Ordinary Shares1.47% of assets$9.87M invested
- 4. Cloudflare Inc4.21% of assets$28.29M invested
- 5. argenx SE ADR3.57% of assets$23.95M invested
- 6. Tesla Inc1.85% of assets$12.41M invested
- 7. NVIDIA Corp9.92% of assets$66.59M invested
- 8. ASML Holding NV3.23% of assets$21.66M invested
- 9. Block Inc Class A1.88% of assets$12.61M invested
- 10. Wix.com Ltd2.24% of assets$15.04M 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$9,106 invested
- 2. Shopify Inc Registered Shs -A- Subord Vtg5.7% of assets$38.3M invested
- 3. Viking Therapeutics Inc0.29% of assets$1.97M invested
- 4. Loar Holdings Inc1.7% of assets$11.41M invested
- 5. Coupang Inc Ordinary Shares - Class A5.33% of assets$35.81M invested
- 6. CrowdStrike Holdings Inc Class A1.23% of assets$8.24M invested
- 7. BILL Holdings Inc Ordinary Shares0.27% of assets$1.81M invested
- 8. Snowflake Inc Ordinary Shares3.21% of assets$21.54M invested
- 9. Zscaler Inc2.84% of assets$19.1M invested
- 10. MercadoLibre Inc7.96% of assets$53.45M 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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