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Baron Discovery Institutional (BDFIX)

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Baron Discovery Institutional

Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
800-992-2766
Management Information
Laird Bieger,Lead Manager since September 29, 2013
Vice President, Portfolio Manager Laird joined Baron in 2000 as a research analyst and was named portfolio manager in 2013. He has 19 years of research experience. From 1999 to 2000, Laird worked at Water Street Capital as a research analyst. From 1992 to 1997, Laird worked at Ford Motor Company in various roles. Laird graduated from Vanderbilt University with a B.A. in Economics in 1992 and from Columbia Business School with an M.B.A. in 1999.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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.

Fund Overview

CategorySmall Growth
Fund FamilyBaron Capital Group
Net Assets221.41M
YTD Return25.48%
Yield0.00%
Morningstar Rating★★★★
Inception DateSep 29, 2013

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover90.74%
Average for CategoryN/A

Fees & Expenses

ExpenseBDFIXCategory Average
Annual Report Expense Ratio (net)1.10%1.26%
Prospectus Net Expense Ratio1.10%N/A
Prospectus Gross Expense Ratio1.49%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.42%
Max Deferred Sales LoadN/A1.77%
3 Yr Expense Projection350N/A
5 Yr Expense Projection606N/A
10 Yr Expense Projection1,340N/A