Baron Discovery earns a People Pillar upgrade to High, marking its status among the better choices in its Morningstar Category.
Baron Discovery Fund R6 Shares BDFUX
- NAV / 1-Day Return $37.19 / +0.84 %
- Fund Size $1.7B
- Adjusted Expense Ratio 1.050%
- Net Expense Ratio 1.050%
- Fee Level: Distribution High
- Share Class Type Retirement, Large
- Morningstar Category Small Growth
- Equity Style Box (Funds) Small Growth
- Minimum Initial Investment $5M
- Investment Status Open
- TTM Yield 0.00%
- Turnover Ratio 41%
Morningstar’s Analysis BDFUX
Will BDFUX 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 28.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
CareDx Inc | 3.91 | 67M | Healthcare |
Dynatrace Inc Ordinary Shares | 3.76 | 64M | Technology |
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Samsara Inc Ordinary Shares - Class A | 2.79 | 48M | Technology |
Liberty Live Holdings Inc Ordinary Shares (Liberty Live Group) Series C | 2.57 | 44M | Communication Services |
HeartFlow Inc | 2.50 | 43M | Healthcare |
Rubrik Inc Class A Shares | 2.14 | 37M | Technology |
Guidewire Software Inc | 2.09 | 36M | Technology |