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Baron International Growth Retail (BIGFX) Fund Ranking and Research

Ranking, Research and Recommendation of Baron International Growth Retail (BIGFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Baron International Growth Retail Fund (BIGFX) ManagerFund Manager - Michael Kass

Fund Manager Information

Fund Manager Tenure: 10.7 years
Fund Family: Baron Capital Group
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Kass is a portfolio manager with BAMCO. He has been with the company since 2007. Prior to joining the company, Kass was a portfolio manager with the Furman Selz Large Cap Growth portfolios between 1996 and 2003. He formed Artemis Advisors, LLC to acquire the Artemis Funds from ING Furman Selz in 2003. Kass spent ten years in equity investment management at ING Furman Selz. He began his career as an analyst in corporate finance at Bear, Stearns & Co. Inc in 1987.  Get more insights on Michael Kass

 

Graph of Baron International Growth Retail Fund (BIGFX) ProfileBaron International Growth Retail Fund (BIGFX) Profile

Fund Profile and Description

Baron International Growth Retail Fund seeks capital appreciation. Baron International Growth Retail Fund invests for the long term primarily in equity securities in the form of common stock of non-U.S. growth companies and seeks to diversify among several developed countries and developing countries throughout the world. It may invest in securities of companies of any size, but expects to focus on small-sized and mid-sized companies with market capitalizations of $10 billion or less at the time of purchase. Baron International Growth Retail Fund also invests in securities that the advisor believes have favorable price-to-value characteristics.

 

Baron International Growth Retail (BIGFX) Fund Strength What we like about Baron International Growth Retail (BIGFX) Fund

Data for Baron International Growth Retail Fund (BIGFX) as of May 30, 2016

  • Baron International Growth Retail Fund (BIGFX) management has been with Baron International Growth Retail Fund for 10.7 years
  • Baron International Growth Retail Fund (BIGFX) has good short-term performance (1-year return -6.97% vs -7.92% Foreign Large Growth category median performance)
  • Baron International Growth Retail Fund (BIGFX) has good mid-term performance (3-year return 5.23% vs 2.71% Foreign Large Growth category median performance)
  • Baron International Growth Retail Fund (BIGFX) has good Long-term performance (5-year return 3.30% vs 2.51% Foreign Large Growth category median performance)
  • Baron International Growth Retail Fund (BIGFX) ratio of up-years vs down years is greater than 2
  • Baron International Growth Retail Fund (BIGFX) has an annual stock turnover rate of 42.85% vs Foreign Large Growth average of 52.29%. It is good that Baron International Growth Retail management does not trade extensively for its return.

Baron International Growth Retail Fund (BIGFX) Weakness What we are cautious about Baron International Growth Retail (BIGFX) Fund

Data for Baron International Growth Retail Fund (BIGFX) as of May 30, 2016

  • Baron International Growth Retail Fund (BIGFX) has a Morningstar rating of 3 and below
  • Baron International Growth Retail Fund (BIGFX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.96 that is higher than category average of 12.66
  • Baron International Growth Retail Fund (BIGFX) has a higher expense ratio of 1.50% than its Foreign Large Growth average of 1.30%
  • Even though Baron International Growth Retail Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Baron International Growth Retail Fund (BIGFX) performance details as of May 30, 2016

 

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Compare Baron International Growth Retail Fund (BIGFX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Baron International Growth Retail1.27-6.975.233.30
Fidelity Series International Growth F (FFIGX)0.51-4.945.284.99Compare
JOHCM International Select II (JOHAX)2.19-15.166.895.85Compare
Invesco International Growth R5 (AIEVX)1.69-6.914.253.48Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare Baron International Growth Retail Fund (BIGFX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of Baron International Growth Retail Fund (BIGFX) Net Asset TrackingBaron International Growth Retail (BIGFX) Fund Net Asset

Track net asset change of Baron International Growth Retail fund (BIGFX)

DateNet Asset
05/2016$85.30M
03/2016$84.89M
02/2016$92.35M
More historic net asset information on Baron International Growth Retail Fund (BIGFX)

  

Graph of Baron International Growth Retail Fund (BIGFX) Portfolio TrackingBaron International Growth Retail (BIGFX) Fund Portfolio Allocation

Track portfolio allocation change of Baron International Growth Retail fund (BIGFX)

DateCashStockBondOther
03/20165.18%94.82%0%0%
12/20154%91.24%0%4.76%
09/20152.19%93.19%0%4.62%
Click here to see more historic asset allocation information on Baron International Growth Retail Fund (BIGFX)

 

graph of Baron International Growth Retail Fund (BIGFX) Top 10 Position TrackingTop 10 Holdings in Baron International Growth Retail (BIGFX) Fund

Discover what Baron International Growth Retail Fund (BIGFX) manager is buying

Mar 30, 2016
Aena SA [3.35%]
Eurofins Scientific SE [3.24%]
Check Point Software Technologi [2.63%]
Mellanox Technologies, Ltd. [2.56%]
Constellation Software Inc [2.51%]
ProSiebenSat 1 Media SE [2.49%]
Ryanair Holdings PLC ADR [2.46%]
Fresenius Medical Care AG & Co. KGaA [2.4%]
Arch Capital Group Ltd. [2.26%]

Dec 30, 2015
Constellation Software Inc [3.38%]
Aena SA [2.67%]
Eurofins Scientific SE [2.66%]
ProSiebenSat 1 Media SE [2.56%]
Check Point Software Technologi [2.47%]
Ryanair Holdings PLC ADR [2.31%]
Arch Capital Group Ltd. [2.12%]
Abcam PLC [2.02%]
JULIUS BAER GRUPPE [1.96%]

Sep 29, 2015
Constellation Software Inc [3.95%]
Aena SA [3.25%]
Check Point Software Technologi [2.99%]
Ingenico Group SA [2.71%]
ProSiebenSat 1 Media SE [2.58%]
EUROFINS SCIENTIFIC [2.42%]
Arch Capital Group Ltd. [2.31%]
Ryanair Holdings PLC ADR [2.22%]
Symrise AG [2.02%]
Click here for Stock Holding Change Map in Baron International Growth Retail Fund (BIGFX)

  

Latest News on Baron International Growth Retail (BIGFX) Fund

See what is happening with Baron International Growth Retail Fund (BIGFX)

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Baron International Growth Retail Fund (BIGFX) Related ResourcesSee more information on Baron International Growth Retail (BIGFX) Fund

Popular pages on Baron International Growth Retail (BIGFX) Fund

  

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