- What does BDFIX invest in?
- The Baron Discovery Fund aims to achieve significant long-term growth in invested capital. It primarily allocates its assets to the common stocks of smaller, rapidly expanding companies based in the United States. This diversified fund takes a patient approach, seeking out businesses that the advisor believes are poised for substantial future development, possess lasting competitive advantages, benefit from exceptional leadership, and are available at an attractive price point.
- What is the expense ratio of BDFIX?
- Baron Discovery Fund Institutional Shares (BDFIX) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BDFIX?
- Baron Discovery Fund Institutional Shares (BDFIX) manages $1.78B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BDFIX actively managed or an index fund?
- BDFIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BDFIX launched?
- Baron Discovery Fund Institutional Shares (BDFIX) launched in October 2013 and is managed by Baron.
- How has BDFIX performed?
- BDFIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
