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    Baron Discovery Institutional (BDFIX)

    13.32 Up 0.09(0.68%) Dec 26

    Profile as of Nov 29, 2014Get Profile for:
    Baron Discovery Institutional
    Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
    Map
    Phone: 800-992-2766
    Fund Overview 
    Category:Small Growth
    Fund Family:Baron Capital Group
    Net Assets:77.54M
    Year-to-Date Return:8.83%
    Yield:0.00%
    Morningstar Rating:N/A
    Fund Inception Date:Sep 30, 2013
    Morningstar Style Box 
    Small Growth
    [View Category Definition]
    View Top Small Growth Funds
    About the Morningstar Style Box
    Management Information 
    Laird Bieger
    Lead Manager since Sep 30, 2013
    Mr. Bieger joined BAMCO Inc in May of 2000. Prior to joining BAMCO, Mr. Bieger worked as a research analyst at Water Street Capital from 1999 to 2000. Prior to that, Mr. Bieger worked at Ford Motor Company as a marketing trainee from 1992 to 1994, and as a marketing manager from 1994 to 1997.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:1,000,000
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:0
    Min Subsequent Investment, IRA:0
    Min Subsequent Investment, AIP:N/A
    BDFIX can be purchased from 23 brokerages.

    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 small-sized growth companies with market capitalizations of less than $1.5 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation. The weighted average market capitalization will be at or below that of the Russell 2000 Growth Index.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 109.40%
    Average for Category:65.71%
    Fees & Expenses 
    ExpenseBDFIXCategory Avg
    Annual Report Expense Ratio (net):1.10%1.38%
    Prospectus Net Expense Ratio:1.10%N/A
    Prospectus Gross Expense Ratio:3.00%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.47%
    Max Deferred Sales Load: N/A2.16%
    3 Yr Expense Projection*:350587
    5 Yr Expense Projection*:N/A952
    10 Yr Expense Projection*:N/A1,962
    * Per $10,000 invested