Baron Durable Advantage FundBDAFX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$482.9M
Expense ratio
0.95%
1-year return
+13.8%
3 years, a year
+18.8%
5 years, a year
+13.3%
Holdings
30
What it aims to do.
The investment goal of the Baron Durable Advantage Fund (the Fund) is capital appreciation through investments primarily in securities of large-sized companies.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 8.25% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | 7.97% |
| AMZN Amazon.com Inc | 6.98% |
| GOOG Alphabet Inc | 6.90% |
| META Meta Platforms Inc | 6.76% |
| MPWR Monolithic Power Systems Inc | 5.04% |
| AVGO Broadcom Inc | 4.94% |
| MSFT Microsoft Corp | 4.88% |
| V Visa Inc | 4.07% |
| WELL Welltower Inc | 3.30% |
More on BDAFX.
- BDAFX overview
- BDAFX holdings
- BDAFX risk
- BDAFX costs
- BDAFX money in and out
- BDAFX share classes
- Compare BDAFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.