Baron Discovery remains a good option for growth-minded investors in the small-cap realm thanks to a strong management duo and solid research framework.
Baron Discovery Retail BDFFX
- NAV / 1-Day Return 29.48 / +0.34 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.330%
- Distribution Fee Level High
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 34%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 PM GMT+0
Morningstar’s Analysis BDFFX
Will BDFFX outperform in 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 28.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
DraftKings Inc Ordinary Shares - Class A | 3.39 | 47.1 Mil | Consumer Cyclical |
CyberArk Software Ltd | 3.15 | 43.8 Mil | Technology |
Advanced Energy Industries Inc | 3.10 | 43.0 Mil | Industrials |
Axon Enterprise Inc | 3.05 | 42.4 Mil | Industrials |
Kratos Defense & Security Solutions Inc | 2.80 | 38.9 Mil | Industrials |
Montrose Environmental Group Inc Ordinary Shares | 2.79 | 38.7 Mil | Industrials |
Chart Industries Inc | 2.60 | 36.1 Mil | Industrials |
PAR Technology Corp | 2.54 | 35.3 Mil | Technology |
Texas Roadhouse Inc | 2.47 | 34.3 Mil | Consumer Cyclical |
GitLab Inc Class A | 2.43 | 33.7 Mil | Technology |