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Baron Discovery Institutional (BDFIX)

12.54 Up 0.06(0.48%) Aug 29

Profile as of Jul 30, 2014Get Profile for:
Baron Discovery Institutional
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
Phone: 800-992-2766
Fund Overview 
Category:Small Growth
Fund Family:Baron Capital Group
Net Assets:30.88M
Year-to-Date Return:3.34%
Morningstar Rating:N/A
Fund Inception Date:Sep 30, 2013
Morningstar Style Box 
Small Growth
[View Category Definition]
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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 17 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 : N/A
Average for Category:54.83%
Fees & Expenses 
ExpenseBDFIXCategory Avg
Annual Report Expense Ratio (net):N/A1.37%
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/A5.46%
Max Deferred Sales Load: N/A2.23%
3 Yr Expense Projection*:350597
5 Yr Expense Projection*:N/A966
10 Yr Expense Projection*:N/A1,980
* Per $10,000 invested