BGLUX – Baron Global Opportunity R6 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. 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).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BGAFX	Baron Global Opportunity Fund Retail Shares	No Load	Open			Apr 30, 2012	$226.05M	1.150%	Above Average	$2,000	−$27.03M
BGAIX	Baron Global Opportunity Fund Institutional Shares	Institutional	Open			Apr 30, 2012	$1.11B	0.900%	Average	$1M	$390.72M
BGLUX	Baron Global Opportunity Fund R6 Shares	Retirement, Large	Open			Aug 31, 2016	$20.96M	0.900%	High	$5M	$1.14M

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