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Baron Discovery Retail (BDFFX)

25.92 -0.05 (-0.19%)
At close: 8:06 AM EDT

Fund Summary

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.

Baron Discovery Retail

New York, NY 10153
767 Fifth Avenue 49th Floor

Fund Overview

Category Small Growth
Fund Family Baron Capital Group, Inc.
Net Assets 1.54B
YTD Return 4.51%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 2013

Fund Operations

Last Dividend 0.01
Last Cap Gain -3.00
Holdings Turnover 34.45%
Average for Category --

Fees & Expenses

Expense BDFFX Category Average
Annual Report Expense Ratio (net) 1.06% 1.21%
Prospectus Net Expense Ratio 1.06% --
Prospectus Gross Expense Ratio 1.06% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Randy joined Baron Capital in 2002 as a research analyst and was named portfolio manager in 2013. He has 27 years of research experience. From 1997 to 2002, he worked at ING Furman Selz, Goldman Sachs Asset Management, and Tyndall Partners as a research analyst. From 1992 to 1997, he worked at Salomon Green & Ostrow as a bankruptcy litigation attorney. Randy graduated from the University of Pennsylvania with a B.A. in Economics in 1989, cum laude from the Benjamin N. Cardozo School of Law with a J.D. in 1992, and from Columbia Business School with an M.B.A. in 1999.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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