Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Upgrade Now
Nasdaq - Delayed Quote USD

Baron Discovery Fund (BDFUX)

32.41
+1.49
+(4.82%)
At close: 8:00:06 PM EDT

Fund Summary

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 Discovery Fund

New York, NY 10153
767 Fifth Avenue 49th Floor

Fund Overview

Category Small Growth
Fund Family Baron Capital Group, Inc.
Net Assets 1.65B
YTD Return 3.32%
Yield 0.00%
Morningstar Rating
Inception Date Aug 31, 2016

Fund Operations

Last Dividend 0.04
Last Cap Gain 16.00
Holdings Turnover 31.00%
Average for Category --

Fees & Expenses

Expense BDFUX Category Average
Annual Report Expense Ratio (net) 1.05% 1.21%
Prospectus Net Expense Ratio 1.05% --
Prospectus Gross Expense Ratio 1.05% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Randy joined Baron Capital in 2002 as a research analyst and was named portfolio manager in 2013. He has 28 years of research experience. From 1997 to 2002, he worked at ING Furman Selz, Goldman Sachs Asset Management, and Tyndall Partners as a research analyst. From 1992 to 1997, he worked at Salomon Green & Ostrow as a bankruptcy litigation attorney. Randy graduated from the University of Pennsylvania with a B.A. in Economics in 1989, cum laude from the Benjamin N. Cardozo School of Law with a J.D. in 1992, and from Columbia Business School with an M.B.A. in 1999.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers

BDFIX Baron Discovery Fund
32.41
+4.82%
 
BDFFX Baron Discovery Fund
31.46
+4.80%
 
FELIX Fidelity Advisor Semiconductors I
78.83
+3.30%
 
FELTX Fidelity Advisor Semiconductors M
67.06
+3.30%
 
FELCX Fidelity Advisor Semiconductors C
56.49
+3.29%
 
FIKGX Fidelity Advisor Semiconductors Z
79.09
+3.29%
 
FELAX Fidelity Advisor Semiconductors A
72.34
+3.28%
 
FSELX Fidelity Select Semiconductors
29.53
+3.22%
 
ALGYX Alger Focus Equity Y
75.47
+2.62%
 
ALAFX Alger Focus Equity A
72.01
+2.62%
 
ALGRX Alger Focus Equity I
72.62
+2.61%
 
ALCFX Alger Focus Equity C
64.43
+2.61%
 
ALZFX Alger Focus Equity Z
75.17
+2.61%
 
PGKCX PGIM Jennison Technology C
22.38
+2.52%
 
PGKAX PGIM Jennison Technology A
23.66
+2.51%
 
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
24.10
+2.51%
 
PGKRX PGIM Jennison Technology R6
24.15
+2.50%
 
MGLBX Marsico Global
25.46
+2.50%
 
UPDDX Upright Growth & Income
17.86
+2.47%
 
MIOFX Marsico International Opportunities
25.11
+2.45%
 
LDVIX AXS FTSE Vntr Cptl RetTrckr I
23.31
+2.42%
 
BGSAX BlackRock Technology Opportunities Fund
59.41
+2.38%
 
RYSAX Rydex Electronics H
325.53
+2.38%
 
RYELX Rydex Electronics A
336.17
+2.38%
 
RYSIX Rydex Electronics Inv
371.11
+2.38%
 
BGSCX BlackRock Technology Opportunities Fund
46.21
+2.37%
 
BSTSX BlackRock Technology Opportunities Svc
60.96
+2.37%
 
BGSRX BlackRock Technology Opportunities Fund
59.24
+2.37%
 
BTEKX BlackRock Technology Opportunities K
66.18
+2.37%
 
BGSIX BlackRock Technology Opportunities Fund
65.95
+2.36%
 
BPTIX Baron Partners Institutional
176.57
+2.27%
 
BPTRX Baron Partners Retail
169.01
+2.27%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
97.61
+2.25%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
469.33
+2.25%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
329.68
+2.25%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
469.48
+2.25%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
67.02
+2.24%
 
INPIX ProFunds Internet UltraSector Inv
50.01
+2.19%
 
FTRNX Fidelity Trend
155.64
+2.16%
 
INPSX ProFunds Internet UltraSector Svc
31.76
+2.16%
 
AVALX Aegis Value I
38.14
+2.12%
 
NWHUX Nationwide Bailard Tech & Sci Instl Svc
27.78
+2.09%
 
NWHTX Nationwide Bailard Tech & Sci R6
27.97
+2.08%
 
NWHOX Nationwide Bailard Tech & Sci A
24.55
+2.08%
 
NWHQX Nationwide Bailard Tech & Sci M
28.11
+2.07%
 
FGPMX Franklin Gold and Precious Metals R6
24.39
+2.05%
 
FGADX Franklin Gold and Precious Metals Adv
23.99
+2.04%
 
BIOPX Baron Opportunity Fund
42.80
+2.00%
 
BIOIX Baron Opportunity Fund
45.86
+2.00%
 
BIOUX Baron Opportunity Fund
45.91
+2.00%
 
FSPTX Fidelity Select Technology
32.65
+2.00%
 
FAGOX Fidelity Advisor Growth Opps M
159.62
+1.97%
 
FAGCX Fidelity Advisor Growth Opps I
181.36
+1.97%
 
FZAHX Fidelity Advisor Growth Opps Z
184.20
+1.97%
 
FAGAX Fidelity Advisor Growth Opps A
163.00
+1.97%
 
FACGX Fidelity Advisor Growth Opps C
129.51
+1.97%
 
NWZLX Nationwide Loomis All Cap Gr A
17.11
+1.97%
 
FTHCX Fidelity Advisor Technology C
74.87
+1.96%
 
FIKHX Fidelity Advisor Technology Z
120.64
+1.96%
 
FATIX Fidelity Advisor Technology Fund
120.66
+1.96%
 
FATEX Fidelity Advisor Technology Fund
95.25
+1.96%
 
NWZNX Nationwide Loomis All Cap Gr Instl Svc
17.72
+1.96%
 
FADTX Fidelity Advisor Technology A
105.85
+1.96%
 
NWZMX Nationwide Loomis All Cap Gr R6
17.79
+1.95%
 
LSGRX Loomis Sayles Growth Y
27.27
+1.94%
 
LGRNX Loomis Sayles Growth Fund
27.37
+1.94%
 
LGRRX Loomis Sayles Growth Fund
24.30
+1.93%
 
CGTUX Columbia Global Technology Growth Inst3
85.58
+1.93%
 
CGTDX Columbia Global Technology Growth S
83.01
+1.93%
 
CMTFX Columbia Global Technology Growth Inst
83.01
+1.93%
 
CTCAX Columbia Global Technology Growth A
78.38
+1.92%
 
CTHCX Columbia Global Technology Growth C
66.43
+1.92%
 
CTHRX Columbia Global Technology Growth Inst2
85.13
+1.92%
 
NWADX Nationwide Loomis All Cap Gr Eagle
17.68
+1.90%
 
LGRCX Loomis Sayles Growth Fund
19.86
+1.90%
 
WIREX Wireless
17.26
+1.83%
 
TEGYX Touchstone Mid Cap Growth Y
37.32
+1.83%
 
JNGTX Janus Henderson Glb Tech and Innovt D
57.93
+1.83%
 
JATAX Janus Henderson Global Technology and Innovation Fund
55.15
+1.83%
 
JATSX Janus Henderson Global Technology and Innovation Fund
52.96
+1.83%
 
JAGTX Janus Henderson Glb Tech and Innovt T
56.97
+1.82%
 
JATNX Janus Henderson Global Technology and Innovation Fund
58.11
+1.82%
 
TEGAX Touchstone Mid Cap Growth A
34.71
+1.82%
 
TEGIX Touchstone Mid Cap Growth Inst
38.08
+1.82%
 
JATIX Janus Henderson Global Technology and Innovation Fund
58.81
+1.82%
 
CMGVX Columbia Select Mid Cap Gro Fd I2
25.29
+1.81%
 
TFGRX Touchstone Mid Cap Growth R6
38.25
+1.81%
 
CLSPX Columbia Select Mid Cap Gro Fd I
24.79
+1.81%
 
CLSDX Columbia Select Mid Cap Gro S
24.80
+1.81%
 
CMGYX Columbia Select Mid Cap Gro Fd I3
25.38
+1.81%
 
SPFZX PGIM Jennison Focused Growth Z
27.32
+1.79%
 
CIGEX Calamos Global Equity I
16.55
+1.78%
 
PSGQX PGIM Jennison Focused Growth R6
27.42
+1.78%
 
CBSAX Columbia Select Mid Cap Growth Fund A
21.18
+1.78%
 
BIPSX ProFunds Biotechnology UltraSector Fund
22.37
+1.77%
 
TGVVX Touchstone Growth Opportunities Instl
51.10
+1.77%
 
SPFAX PGIM Jennison Focused Growth A
24.22
+1.76%
 
CAGEX Calamos Global Equity A
15.57
+1.76%
 
TGVYX Touchstone Growth Opportunities Y
49.72
+1.76%