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Baron Discovery Institutional (BDFIX)
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27.31 - YTD Return -4.43%
- Expense Ratio 1.06%
- Category Small Growth
- Last Cap Gain -3.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 1.4B
- Beta (5Y Monthly) 1.11
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 34.45%
- Last Dividend 0.04
- Inception Date Aug 31, 2016
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
1.4B
Net Assets
2016-08-31
Inception Date
Performance Overview: BDFIX
Trailing returns as of 5/9/2024. Category is Small Growth.
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Holdings: BDFIX
Top 10 Holdings (28.00% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBDFIX
Technology 35.92%
Industrials 20.86%
Healthcare 19.07%
Consumer Cyclical 15.45%
Financial Services 3.71%
Communication Services 2.80%
Real Estate 2.19%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: BDFIX
Research Reports: BDFIX
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