Baron Discovery Fund R6 Shares BDFUX

Morningstar Medalist Rating
  • NAV / 1-Day Return$38.53  /  +1.56%
  • Fund Size$1.6B
  • Adjusted Expense Ratio1.050%
  • Net Expense Ratio1.050%
  • Fee Level: DistributionHigh
  • Share Class TypeRetirement, Large
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$5M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio41%

Morningstar’s Analysis BDFUX

Will BDFUX outperform in the future?

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

A worthy small-growth offering.

Associate Director Adam Sabban

Adam Sabban

Associate Director

Summary

Despite a recent rough patch, Baron Discovery remains a great choice for long-term investors.

Rated on Published on

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Portfolio Holdings BDFUX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CareDx Inc

3.9167M
Healthcare

Dynatrace Inc Ordinary Shares

3.7664M
Technology

Repligen Corp

3.0853M
Healthcare

Tempus AI Inc Class A common stock

2.9049M
Healthcare

Loar Holdings Inc

2.8849M
Industrials

Samsara Inc Ordinary Shares - Class A

2.7948M
Technology

Liberty Live Holdings Inc Ordinary Shares (Liberty Live Group) Series C

2.5744M
Communication Services

HeartFlow Inc

2.5043M
Healthcare

Rubrik Inc Class A Shares

2.1437M
Technology

Guidewire Software Inc

2.0936M
Technology

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