Two up-and-coming managers make Baron Discovery a strong choice, earning cheaper share classes a Morningstar Analyst Rating of Silver, while the more expensive retail shares earn Bronze.
Will BDFIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BDFIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BDFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BDFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.