Baron Discovery Fund Quote
| BDFIX Fund | USD 31.14 0.53 1.67% |
PerformanceVery Weak
| Odds Of DistressLow
|
Baron Discovery is trading at 31.14 as of the 21st of March 2025; that is 1.67 percent down since the beginning of the trading day. The fund's open price was 31.67. Baron Discovery has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.. More on Baron Discovery Fund
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Funds, Small Growth Funds, Small Growth, Baron Capital Group, Inc. (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Baron Discovery Fund [BDFIX] is traded in USA and was established 21st of March 2025. Baron Discovery is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 1.35 B in assets under management (AUM) with minimum initial investment of 1000 K. Baron Discovery is currently producing year-to-date (YTD) return of 3.32%, while the total return for the last 3 years was 5.88%.
Check Baron Discovery Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Discovery Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Discovery Fund Mutual Fund Constituents
| VCYT | Veracyte | Stock | Health Care | |
| INGN | Inogen Inc | Stock | Health Care | |
| VRNS | Varonis Systems | Stock | Information Technology | |
| RRR | Red Rock Resorts | Stock | Consumer Discretionary | |
| MTSI | MACOM Technology Solutions | Stock | Information Technology | |
| TTD | Trade Desk | Stock | Information Technology | |
| CDNA | Caredx Inc | Stock | Health Care | |
| REXR | Rexford Industrial Realty | Stock | Real Estate |
Baron Discovery Top Holders
| BWBTX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity | |
| BWBIX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity | |
| BWBFX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity |
Baron Discovery Risk Profiles
| Mean Deviation | 1.22 | |||
| Standard Deviation | 1.73 | |||
| Variance | 2.99 | |||
| Risk Adjusted Performance | (0.06) |
Baron Discovery Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Discovery financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Discovery security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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