Baron Discovery Fund R6 Shares BDFUX

Morningstar Medalist Rating
  • 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.

An accomplished manager duo.

Associate Director Adam Sabban

Adam Sabban

Associate Director

Summary

Baron Discovery earns a People Pillar upgrade to High, marking its status among the better choices in its Morningstar Category.

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Portfolio Holdings BDFUX

  • 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

Repligen Corp

3.08 53M
Healthcare

Tempus AI Inc Class A common stock

2.90 49M
Healthcare

Loar Holdings Inc

2.88 49M
Industrials

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

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