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Baron Global Opportunity Fund Institutional Shares: (MF: BGAIX)

(NASDAQ Mutual Funds) As of Apr 1, 2026 05:52 PM ET

$48.46 USD

+0.22 (0.46%)

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 -1.77 89
3 months 6.59 42
6 months 8.64 57
1 Year 22.95 42
3 Year 22.95 9
5 Year -2.06 97
10 Year 14.98 5

* 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 27.52
5 Year -0.21
10 Year 13.95
Since Inception 12.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.39 22.67 7.70 6.52
2024 3.58 3.37 5.54 11.85
2023 9.41 6.41 -6.06 14.80
2022 -22.77 -32.34 1.74 -8.89
2021 -1.83 11.91 -4.91 -3.40

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.7727.5226.4225.55-51.570.8979.4645.45-3.6549.82-0.92
% Total Return Rel to Index -3.006.177.191.14-32.47-17.2665.3820.256.7629.70-6.26
% Total Return Rel to Peer -3.699.0414.036.91-32.00-15.3062.7920.716.3727.59-6.50
% Perf Quintile vs Peer* 5.001.000.001.005.005.001.001.001.001.005.00
% Dividends 0.000.090.000.000.000.000.000.000.000.000.00
% Yield 0.000.180.000.300.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.490.000.000.000.000.000.00
Expense Ratio 0.000.900.910.910.900.900.900.900.901.081.25

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