Baron Discovery Fund Quote
| BDFUX Fund | USD 33.12 0.34 1.04% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Baron Discovery is trading at 33.12 as of the 25th of December 2024; that is 1.04 percent up since the beginning of the trading day. The fund's open price was 32.78. Baron Discovery has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of December 2024. Click here to learn more.
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.. More on Baron Discovery Fund
Moving together with Baron Mutual Fund
| 0.8 | BRIUX | Baron Real Estate | PairCorr |
| 0.8 | BRIFX | Baron Real Estate | PairCorr |
| 0.86 | BDAUX | Baron Durable Advantage | PairCorr |
Moving against Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group Funds, Large Funds, Small Growth Funds, Small Growth, Baron Capital Group (View all Sectors) |
| Update Date | 31st of December 2024 |
Baron Discovery Fund [BDFUX] is traded in USA and was established 25th of December 2024. Baron Discovery is listed under Baron Capital Group category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Baron Capital Group family. This fund currently has accumulated 394.02 M in assets under management (AUM) with no minimum investment requirementsBaron Discovery is currently producing year-to-date (YTD) return of 17.57%, while the total return for the last 3 years was 0.37%.
Check Baron Discovery Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Discovery Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Discovery Fund Mutual Fund Constituents
| VRAY | ViewRay | Stock | Health Care | |
| TRIP | TripAdvisor | Stock | Communication Services | |
| KTOS | Kratos Defense Security | Stock | Industrials | |
| TTD | Trade Desk | Stock | Information Technology | |
| TPIC | TPI Composites | Stock | Industrials | |
| CDNA | Caredx Inc | Stock | Health Care | |
| TDOC | Teladoc | Stock | Health Care | |
| RRR | Red Rock Resorts | Stock | Consumer Discretionary |
Baron Discovery Risk Profiles
| Mean Deviation | 0.9109 | |||
| Semi Deviation | 1.1 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.5 |
Baron Discovery Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Discovery financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Discovery security.
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