Baron Discovery FundBDFFX

MUTUAL FUNDBamco
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.6B
Expense ratio
1.33%
1-year return
+5.4%
3 years, a year
+8.0%
5 years, a year
-2.5%
Holdings
55

What it aims to do.

The investment goal of Baron Discovery Fund (the Fund) is capital appreciation through investments primarily in securities of small-sized growth companies.

Top 10 holdings.

Holding% of fund
LLYVK Liberty Live Holdings Inc3.82%
AEIS Advanced Energy Industries Inc3.79%
DT Dynatrace Inc3.64%
LOAR Loar Holdings Inc2.80%
GWRE Guidewire Software Inc2.74%
CDNA CareDx Inc2.54%
FPS Forgent Power Solutions Inc2.46%
SITE SiteOne Landscape Supply Inc2.44%
WAY Waystar Holding Corp2.43%
JOBY Establishment Labs Holdings Inc2.39%

More on BDFFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.