Baron Discovery Fund Institutional Shares
BDFIX
NASDAQ
| Weiss Ratings | BDFIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | BDFIX-NASDAQ | Click to Compare |
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| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Laird Bieger (12), Randolph Gwirtzman (12) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| Fund Information | BDFIX-NASDAQ | Click to Compare |
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| Fund Name | Baron Discovery Fund Institutional 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 | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BDFIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BDFIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.24% | |||
| Asset Allocation | BDFIX-NASDAQ | Click to Compare |
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| Cash | 4.25% | |||
| Stock | 95.75% | |||
| U.S. Stock | 90.53% | |||
| Non-U.S. Stock | 5.22% | |||
| 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 | BDFIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.41% | |||
| 30-Day Total Return | 0.03% | |||
| 60-Day Total Return | -1.34% | |||
| 90-Day Total Return | 1.73% | |||
| Year to Date Total Return | 10.57% | |||
| 1-Year Total Return | 3.18% | |||
| 2-Year Total Return | 38.03% | |||
| 3-Year Total Return | 45.74% | |||
| 5-Year Total Return | 16.78% | |||
| Price | BDFIX-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 | BDFIX-NASDAQ | Click to Compare |
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| Nav | $36.01 | |||
| 1-Month Low NAV | $34.09 | |||
| 1-Month High NAV | $36.46 | |||
| 52-Week Low NAV | $27.22 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $37.31 | |||
| 52-Week High Price (Date) | Oct 21, 2025 | |||
| Beta / Standard Deviation | BDFIX-NASDAQ | Click to Compare |
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| Beta | 1.45 | |||
| Standard Deviation | 22.21 | |||
| Balance Sheet | BDFIX-NASDAQ | Click to Compare |
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| Total Assets | 1.91B | |||
| Operating Ratios | BDFIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 41.00% | |||
| Performance | BDFIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 30.66% | |||
| Last Bear Market Total Return | -22.65% | |||