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Baron Discovery Institutional BDFIX

Analyst rating as of
NAV / 1-Day Return
24.20  /  3.29 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
8.74 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
37%

Morningstar’s Analysis

Will BDFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Shops small.

Senior Analyst

Summary

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Baron Discovery's comanagers have the right resources and investment style to steer this specialized strategy, earning the two cheaper share classes a Morningstar Analyst Rating of Silver while the most expensive one earns Bronze.

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