BDFIX : Baron Discovery Fund Institutional Shares

BDFIX is a US Stocks Market Small Growth with MODERATE fees.

BDFIX

Baron Discovery Fund Institutional Shares

FI Score

45 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

45% FI Score
  • bdfix
  • Mutual Fund
  • US Stocks
  • Small Growth

Baron Discovery Fund Institutional Shares

Expenses: 1.10% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Largest Holdings

Amount Holding
4.05% Kinsale Capital Group Inc
3.51% Emergent BioSolutions Inc
3.45% Mercury Systems Inc
3.35% Americold Realty Trust
3.19% Qualys Inc
3.08% Inogen Inc
2.88% SiteOne Landscape Supply Inc
2.78% Everbridge Inc
2.69% Endava PLC ADR
2.64% Veracyte Inc
2.58% Rexford Industrial Realty Inc
2.52% Floor & Decor Holdings Inc
2.32% CareDx Inc
2.31% Silk Road Medical Inc
2.19% TPI Composites Inc
1.98% Ping Identity Holding Corp Ordinary Shares
1.96% Varonis Systems Inc
1.85% Trex Co Inc
1.83% Helios Technologies Inc
1.81% Kratos Defense & Security Solutions Inc
1.80% Repay Holdings Corp Ordinary Shares - Class A
1.57% Revance Therapeutics Inc
1.50% Nova Measuring Instruments Ltd
1.49% Cerus Corp
1.43% Teladoc Health Inc

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