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 36.58 / −1.00 %
- Total Assets 1.7B
-
Adj. Expense Ratio
1.050%
- Expense Ratio 1.050%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 5M
- Status Open
- TTM Yield 0.00
- Turnover 41%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
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
The People Pillar is our evaluation of the BDFUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BDFUX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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United States