Baron Discovery Strategy (S:0P00018UCE)
38.59
-4.05
(-9.49%)
USD |
Mar 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of May 21, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Liberty Live Holdings, Inc. | 3.87% | 99.22 | 1.00% |
| Advanced Energy Industries, Inc. | 3.83% | 320.75 | 2.46% |
| Dynatrace, Inc. | 3.69% | 38.95 | -2.31% |
| Loar Holdings, Inc. | 2.83% | 60.08 | -1.25% |
| Guidewire Software, Inc. | 2.77% | 135.61 | -3.00% |
| CareDx, Inc. | 2.57% | 22.19 | 4.92% |
| Forgent Power Solutions, Inc. | 2.49% | 46.53 | 4.00% |
| SiteOne Landscape Supply, Inc. | 2.47% | 112.17 | -1.59% |
| Waystar Holding Corp. | 2.46% | 18.90 | -1.61% |
| Establishment Labs Holdings, Inc. | 2.42% | 70.42 | 0.54% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |