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 22, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Liberty Live Holdings, Inc. | 3.87% | 98.56 | 0.33% |
| Advanced Energy Industries, Inc. | 3.83% | 323.79 | 3.43% |
| Dynatrace, Inc. | 3.69% | 39.15 | -1.81% |
| Loar Holdings, Inc. | 2.83% | 62.55 | 2.81% |
| Guidewire Software, Inc. | 2.77% | 135.71 | -2.93% |
| CareDx, Inc. | 2.57% | 21.57 | 1.99% |
| Forgent Power Solutions, Inc. | 2.49% | 48.52 | 8.45% |
| SiteOne Landscape Supply, Inc. | 2.47% | 115.50 | 1.33% |
| Waystar Holding Corp. | 2.46% | 18.84 | -1.95% |
| Establishment Labs Holdings, Inc. | 2.42% | 71.23 | 1.70% |
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 | -- |