MENU
BDFIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Baron Discovery Institutional (BDFIX) Ownership - Who owns Baron Discovery Institutional?

The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
1.05
Min. Initial Investment
1000000.00
Fund Existence
over 11 years
Turnover
34.45
Front Load
N/A
Net Assets
1524687000.00
Manager Tenure
N/A

Fundamentals

BDFIX
Net Assets
1.53B
Fund Existence
over 11 years
Turnover
34.45
Total Expense Ratio
1.05
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.05
Assets in Top Ten Holdings
432M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
1.33B
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
56.00
Number of Net Holdings
56.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
29.57%
Gain YTD
-2.180
Annual Yield % from dividends
0.00
Returns for 1 year
16.66
Returns for 3 years
38.82
Returns for 5 years
51.35
Returns for 10 years
138.43
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com