Baron Discovery earns a People Pillar upgrade to High, marking its status among the better choices in its Morningstar Category.
Baron Discovery Fund Retail Shares BDFFX
- NAV / 1-Day Return 36.74 / +1.77 %
- Total Assets 1.8B
-
Adj. Expense Ratio
1.330%
- Expense Ratio 1.330%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 41%
USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis BDFFX
Will BDFFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Loar Holdings Inc | 3.54 | 64M | Industrials |
Usd | 3.16 | 57M | Cash and Equivalents |
Forgent Power Solutions Inc Ordinary Shares - Class A | 3.07 | 56M | Industrials |
Dynatrace Inc Ordinary Shares | 2.69 | 49M | Technology |
Mercury Systems Inc | 2.66 | 48M | Industrials |
Liberty Live Holdings Inc Ordinary Shares (Liberty Live Group) Series C | 2.62 | 48M | Communication Services |
Enpro Inc | 2.29 | 42M | Industrials |
Novanta Inc | 2.26 | 41M | Technology |
Rubrik Inc Class A Shares | 2.25 | 41M | Technology |
Samsara Inc Ordinary Shares - Class A | 2.23 | 41M | Technology |