Baron Global Advantage Fund (BGAFX)
Invest In Baron Funds TodayFund Description
Baron Global Advantage Fund invests in growth companies of all sizes anywhere.
Fees & Expenses
Expense Ratio
| Baron Global Advantage Fund | 1.50%* |
Minimum Investment
| Account Type | Initial Investment | Subsequent Investment | |
|---|---|---|---|
| By mail | Online | ||
| Individual, Joint or UGMA/UTMA Accounts | $2,000 | $0 | $10 |
| Traditional, Roth or SIMPLE IRAs | $2,000 | $0 | $10 |
| Coverdell Education Savings Account | $2,000 | $0 | $10 |
The minimum initial investment for the Retail Shares is $2,000 per Fund, unless you choose to invest through the Baron Automatic Investment Plan. With the plan the initial investment is $500 with subsequent monthly investments of as little as $50, which are automatically invested from your checking account. You may discontinue your monthly automatic investments once your investment has reached $2,000.
Invest In Baron Funds Today*The estimated annual operating expense for the Fund's Retail Shares is 4.50% but the net annual expense ratio is 1.50% (net of the Adviser’s fee waiver).