Baron Discovery Fund Retail Shares
BDFFX
NASDAQ
| Weiss Ratings | BDFFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | BDFFX-NASDAQ | Click to Compare |
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| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Laird Bieger (11), Randolph Gwirtzman (11) | |||
| Website | http://www.BaronFunds.com/performance | |||
| Fund Information | BDFFX-NASDAQ | Click to Compare |
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| Fund Name | Baron Discovery Fund Retail Shares | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 30, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BDFFX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BDFFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.24% | |||
| Asset Allocation | BDFFX-NASDAQ | Click to Compare |
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| Cash | 7.04% | |||
| Stock | 92.95% | |||
| U.S. Stock | 87.69% | |||
| Non-U.S. Stock | 5.26% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BDFFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 3.18% | |||
| 30-Day Total Return | 2.46% | |||
| 60-Day Total Return | -2.29% | |||
| 90-Day Total Return | -9.21% | |||
| Year to Date Total Return | -1.58% | |||
| 1-Year Total Return | 16.63% | |||
| 2-Year Total Return | 33.31% | |||
| 3-Year Total Return | 20.56% | |||
| 5-Year Total Return | 73.27% | |||
| Price | BDFFX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BDFFX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $26.41 | |||
| 1-Month High NAV | $30.28 | |||
| 52-Week Low NAV | $25.51 | |||
| 52-Week Low NAV (Date) | Aug 05, 2024 | |||
| 52-Week High NAV | $34.90 | |||
| 52-Week High Price (Date) | Feb 05, 2025 | |||
| Beta / Standard Deviation | BDFFX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 23.95 | |||
| Balance Sheet | BDFFX-NASDAQ | Click to Compare |
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| Total Assets | 1.52B | |||
| Operating Ratios | BDFFX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.32% | |||
| Turnover Ratio | 31.00% | |||
| Performance | BDFFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 30.44% | |||
| Last Bear Market Total Return | -22.71% | |||