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Baron Discovery Fund (BDFIX)

31.45
-0.22
(-0.69%)
As of 8:08:35 AM EDT. Market Open.
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  • Previous Close 31.67
  • YTD Return 3.32%
  • Expense Ratio 1.05%
  • Category Small Growth
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.65B
  • Beta (5Y Monthly) 1.17
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.04
  • Inception Date Sep 30, 2013

The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Baron Capital Group, Inc.

Fund Family

Small Growth

Fund Category

1.65B

Net Assets

2013-09-30

Inception Date

Performance Overview: BDFIX

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Trailing returns as of 3/26/2025. Category is Small Growth.

YTD Return

BDFIX
3.32%
Category
12.40%
 

1-Year Return

BDFIX
15.12%
Category
55.69%
 

3-Year Return

BDFIX
4.85%
Category
19.34%
 

5-Year Return

BDFIX
11.09%
Category
20.72%
 

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Holdings: BDFIX

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Sector Weightings

SectorBDFIX
Technology   34.60%
Industrials   21.82%
Healthcare   20.39%
Real Estate   2.73%
Utilities   0.00%
Energy   0.00%

Recent News: BDFIX

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Research Reports: BDFIX

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