Baron Discovery remains a good option for growth-minded investors in the small-cap realm thanks to a strong management duo and solid research framework.
Baron Discovery Retail BDFFX
- NAV / 1-Day Return 27.89 / +0.90 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.330%
- Distribution Fee Level High
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 34%
USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:12 PM GMT+0
Morningstar’s Analysis BDFFX
Will BDFFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
DraftKings Inc Ordinary Shares - Class A | 3.64 | 56.1 Mil | Consumer Cyclical |
Kinsale Capital Group Inc | 3.40 | 52.5 Mil | Financial Services |
Fixed Inc Clearing Corp.Repo | 3.35 | 51.7 Mil | Cash and Equivalents |
Axon Enterprise Inc | 2.92 | 45.1 Mil | Industrials |
CyberArk Software Ltd | 2.76 | 42.6 Mil | Technology |
Advanced Energy Industries Inc | 2.61 | 40.3 Mil | Industrials |
GitLab Inc Class A | 2.56 | 39.5 Mil | Technology |
SiteOne Landscape Supply Inc | 2.55 | 39.3 Mil | Industrials |
Masimo Corp | 2.52 | 38.9 Mil | Healthcare |
Floor & Decor Holdings Inc Class A | 2.52 | 38.9 Mil | Consumer Cyclical |