Skip to Content
Morningstar

Baron Discovery Retail BDFFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Baron Capital Investment Hub

Morningstar’s Analysis BDFFX

Will BDFFX 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 BDFFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BDFFX 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 BDFFX’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

Unlock our full analysis with Morningstar Investor