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    Baron Discovery Institutional (BDFIX)

    11.48 Down 0.03(0.26%) May 26

    Profile as of Apr 29, 2016Get 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:29.78M
    Year-to-Date Return:-0.79%
    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 29 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. The Adviser defines small-sized companies as those, at the time of purchase, with market capitalizations up to the weighted median market capitalization of the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $1.5 billion, whichever is larger.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 114.82%
    Average for Category:65.17%
    Fees & Expenses 
    ExpenseBDFIXCategory Avg
    Annual Report Expense Ratio (net):1.10%1.30%
    Prospectus Net Expense Ratio:1.10%N/A
    Prospectus Gross Expense Ratio:1.25%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.46%
    Max Deferred Sales Load: N/A1.96%
    3 Yr Expense Projection*:350540
    5 Yr Expense Projection*:606873
    10 Yr Expense Projection*:1,3401,800
    * Per $10,000 invested