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Baron Discovery Fund Institutional Shares (BDFIX)

US Funds

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37.312 +0.319 +0.86%

21/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.75B

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BDFIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Baron Discovery Fund Institutional Shares (BDFIX) fund. Our Baron Discovery Fund Institutional Shares portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.250	4.250	0.000
Shares	95.750	95.750	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	38.291	23.129
Price to Book	4.050	3.230
Price to Sales	2.866	2.187
Price to Cash Flow	21.824	13.018
Dividend Yield	0.235	0.625
5 Years Earnings Growth	13.415	13.967

Sector Allocation

Name	Net %	Category Average
Technology	28.660	24.217
Industrials	24.800	20.791
Healthcare	19.460	19.795
Consumer Cyclical	13.660	11.258
Financial Services	4.940	10.086
Communication Services	4.730	2.193
Consumer Defensive	1.920	4.245
Real Estate	1.000	2.891
Basic Materials	0.830	3.189

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 58

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
EXACT Sciences	US30063P1057	3.79	64.05	+1.00%
Mercury	US5893781089	3.77	75.66	-4.00%
Liberty Live C	US5312297220	3.59	93.68	+0.27%
Karman Holdings Inc	-	3.23	-	-
Kratos Defense&Security	US50077B2079	2.98	82.12	-9.38%
DraftKings	US26142V1052	2.67	34.73	+3.30%
Loar Holdings LLC	US53947R1059	2.66	79.0050	-3.53%
Dynatrace Inc	US2681501092	2.53	49.98	-1.90%
Advanced Energy	US0079731008	2.48	189.64	-3.53%
Wynn Resorts	US9831341071	2.38	119.44	-1.40%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Partners Institutional	4.18B	4.86	17.03	22.56
Baron Emerging Markets Institutiona	3.5B	31.80	18.69	7.35
Baron Growth Instl	3.18B	-11.81	6.03	9.51
Baron Partners Retail	3.16B	4.67	16.73	22.24
Baron Small Cap Instl	2.32B	0.90	14.97	11.62

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