Baron International Growth Fund Retail Shares

 (MUTF:BIGFX)   Watch this mutual fund  
Find more results for BIGFX


Trailing returns

1 day
1 week   +0.00%  
4 week
3 month   +4.86%
YTD   +1.59%
1 year
3 years*   +7.13%
5 years*   +4.97%
Best 3 month return+22.85%  
Worst 3 month return-19.86%  

Morningstar statistics

Morningstar category: Foreign Small/Mid Growth
  Return Risk Rating
3 years Below Average Above Average
5 years Below Average Above Average
10 years     -     - -
Overall Below Average Above Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets102.68M 
Front load-  
Deferred load-  
Expense ratio1.50%  
Management fee-  
Fund familyBaron Capital Group 

Asset allocation


Purchase information

AIP Initial$500  
AIP Additional$50  
Nov 25, 4:00PM EST Overall Morningstar RatingTM


The investment seeks capital appreciation. The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of non-U.S. growth companies. It seeks to diversify its investments among several developed countries and developing countries throughout the world, although the fund's total exposure to developing countries will not exceed 30%. For the purpose of the 30% restriction, developing countries include countries in the MSCI Emerging Markets (EM) Index, countries in the MSCI Frontier Markets (FM) Index and other countries determined by the Adviser to be developing countries based on classifications.
Fund filings (PDF) »
Asset manager:
Michael Kass (Started: Dec 31, 2008)
Advisor Company:
Fund family reports on Morningstar »
no, 767 Fifth Avenue 49th Floor, New York, NY 10153, USA


  1 year 3 years 5 years 10 years  
Alpha* 6.34 3.78 2.94     -
Beta* 0.84 0.87 0.93     -
Mean annual return 0.27 0.70 0.54     -
R-squared* 90.63 77.41 86.88     -
Standard deviation 13.48 12.15 15.43     -
Sharpe ratio 0.24 0.69 0.41     -
* Against standard index

Top 10 holdings

Security Net Assets  
Constellation Software Inc (CNSWF) 3.95%  
Aena SA (ANNSF) 3.25%  
Check Point Software Technologies Ltd (CHKP) 2.99%  
Ingenico Group SA (INGIF) 2.71%  
ProSiebenSat 1 Media SE (PBSFF) 2.58%  
Eurofins Scientific SE (ERFSF) 2.42%  
Arch Capital Group Ltd (ACGL) 2.31%  
Domino's Pizza Enterprises Ltd (DPZUF) 2.24%  
Ryanair Holdings PLC ADR (RYAAY) 2.22%  
Symrise AG (SYIEF) 2.02%