Baron International Growth Fund

Frequently Asked Questions About BIGFX

What does BIGFX invest in?

The Baron International Growth Fund is a diversified investment vehicle that primarily seeks long-term capital appreciation by acquiring common stock in growth-oriented companies located outside the United States. It aims to diversify its holdings across a wide range of global economies, investing in both well-established developed nations and emerging markets. However, the fund maintains a limit, investing no more than 35% of its total net assets in developing countries. For this fund's purposes, developing countries are considered to be those listed in the MSCI Emerging Markets (EM) Index, the MSCI Frontier Markets (FM) Index, or any other nation designated as developing by the Adviser based on predefined classifications.

What is the expense ratio of BIGFX?

Baron International Growth Fund (BIGFX) charges an expense ratio of 1.21%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BIGFX?

Baron International Growth Fund (BIGFX) manages $327.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BIGFX actively managed or an index fund?

BIGFX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BIGFX's is 1.21%) because there's no security selection cost.

When was BIGFX launched?

Baron International Growth Fund (BIGFX) launched in January 2009 and is managed by Baron.

How has BIGFX performed?

BIGFX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.