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Baron Global Opportunity Fund Retail Shares: (MF: BGAFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:38 PM ET

$47.10 USD

-0.05 (-0.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.82 90
3 months 6.53 42
6 months 8.48 59
1 Year 22.88 42
3 Year 22.74 10
5 Year -2.26 98
10 Year 14.73 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 27.46
5 Year -0.42
10 Year 13.70
Since Inception 12.57

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.45 22.62 7.81 6.47
2024 3.51 3.30 5.45 11.81
2023 9.34 6.34 -6.10 14.72
2022 -22.81 -32.38 1.66 -8.95
2021 -1.88 11.83 -4.95 -3.47

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.8227.4626.0925.25-51.690.6679.0145.06-3.8849.60-1.14
% Total Return Rel to Index -3.026.106.860.84-32.59-17.5064.9319.866.5329.48-6.48
% Total Return Rel to Peer -3.718.9813.706.61-32.12-15.5462.3420.326.1427.37-6.72
% Perf Quintile vs Peer* 5.001.000.001.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.490.000.000.000.000.000.00
Expense Ratio 0.001.151.161.161.151.151.151.151.151.361.50

* 1 = Top 20%, 5 = Bottom 20%