Morningstar

Baron Discovery R6 BDFUX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 30.54  /  +0.83 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BDFUX

Will BDFUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BDFUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BDFUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BDFUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An adventurous fund.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

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.

by Adam Sabban
Rated on Published on

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Portfolio Holdings BDFUX

More BDFUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
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