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Baron Discovery Institutional (BDFIX)

38.92 +0.69 (+1.80%)

As of 8:10:09 AM EDT. Market Open.

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Previous Close 38.23
YTD Return 1.96%
Expense Ratio 1.05%
Category Small Growth
Last Cap Gain 0.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating High
Net Assets 1.68B
Beta (5Y Monthly) 1.42
Yield 0.00%
5y Average Return --
Holdings Turnover 41.00%
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

1.68B

Net Assets

2013-09-30

Inception Date

Trailing returns as of 10/28/2026. Category is Small Growth.

YTD Return

BDFIX

1.96%

Category

12.40%

1-Year Return

BDFIX

2.15%

Category

55.69%

3-Year Return

BDFIX

13.94%

Category

19.34%

5-Year Return

BDFIX

0.27%

Category

20.72%

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BREIX Baron Real Estate Institutional

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BFTIX Baron Fifth Avenue Growth Instl

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Sector Weightings

Sector BDFIX

Industrials 29.56%

Healthcare 27.27%

Technology 21.62%

Consumer Cyclical 9.27%

Financial Services 4.57%

Communication Services 4.25%

Real Estate 1.26%

Consumer Defensive 1.14%

Basic Materials 1.07%

Utilities 0.00%

Energy 0.00%

U.S. markets closed

Baron Discovery Institutional (BDFIX)

5.62%

6.98%

12.78%

6.51%

8.65%

-0.41%

206.94%

292.34%

Baron Discovery Institutional Overview Baron Capital Group, Inc. / Small Growth

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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Holdings

Sector Weightings

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