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Performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor's shares, when redeemed, may be worth more or less than their original cost. The Adviser has reimbursed certain fund expenses (by contract as long as BAMCO, Inc. is the adviser to the Fund) for Baron Opportunity Fund, Baron Fifth Avenue Growth Fund, Baron Focused Growth Fund, Baron International Growth Fund, Baron Real Estate Fund, Baron Emerging Markets Funds, Baron Energy and Resources Fund, Baron Discovery Fund, Baron Durable Advantage Fund, Baron Real Estate income Fund and Baron WealthBuilder Fund and all Funds' transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted above.

Performance for the Institutional Shares prior to 5/29/2009, is based on the performance of the Retail Shares, which have a distribution fee. The Institutional Shares do not have a distribution fee. If the annual returns prior to 5/29/2009, did not reflect this fee, the returns would be higher.

Performance for the R6 Shares prior to January 28, 2016 is based on the Institutional Shares, and prior to May 29, 2009 is based on the Retail Shares, which have a distribution fee. The Institutional and R6 Shares do not have a distribution fee. If the annual returns for the R6 Shares prior to May 29, 2009 did not have this fee, the returns would be higher.

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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron Discovery Fund (BDFUX) S 14.75% 17.90% 23.77% 15.76% N/A 16.29% 1.22% 1.09%
Russell 2000 Growth Index 1.11% 4.13% 10.72% 8.75% N/A 8.99%
S&P 500 Index 3.01% 7.35% 11.52% 11.34% N/A 12.13%

Description

The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Baron Discovery Fund (BDFIX) S 14.75% 17.89% 23.77% 15.76% N/A 16.29% 1.23% 1.10%
Russell 2000 Growth Index 1.11% 4.13% 10.72% 8.75% N/A 8.99%
S&P 500 Index 3.01% 7.35% 11.52% 11.34% N/A 12.13%

Description

The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 606 Funds)

5 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Small Growth

Baron Discovery Fund (BDFFX) S 14.50% 17.59% 23.47% 15.47% N/A 16.00% 1.47% 1.35%
Russell 2000 Growth Index 1.11% 4.13% 10.72% 8.75% N/A 8.99%
S&P 500 Index 3.01% 7.35% 11.52% 11.34% N/A 12.13%

Description

The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 606 Funds)

5 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Small Growth

Baron Growth Fund (BGRFX) S 6.68% 9.05% 11.80% 8.25% 13.52% 12.88% 1.30% 1.30%
Russell 2000 Growth Index 1.11% 4.13% 10.72% 8.75% 13.89% 7.90%
S&P 500 Index 3.01% 7.35% 11.52% 11.34% 13.24% 9.82%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 540 Funds)

3 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRUX) S 6.92% 9.34% 12.09% 8.52% 13.80% 12.99% 1.05% 1.05%
Russell 2000 Growth Index 1.11% 4.13% 10.72% 8.75% 13.89% 7.90%
S&P 500 Index 3.01% 7.35% 11.52% 11.34% 13.24% 9.82%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Baron Growth Fund (BGRIX) S 6.92% 9.34% 12.08% 8.52% 13.80% 12.99% 1.04% 1.04%
Russell 2000 Growth Index 1.11% 4.13% 10.72% 8.75% 13.89% 7.90%
S&P 500 Index 3.01% 7.35% 11.52% 11.34% 13.24% 9.82%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 540 Funds)

3 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Mid-Cap Growth

Baron Small Cap Fund (BSCFX) S 4.23% 7.12% 12.85% 8.29% 13.49% 9.85% 1.31% 1.31%
Russell 2000 Growth Index 1.11% 4.13% 10.72% 8.75% 13.89% 5.99%
S&P 500 Index 3.01% 7.35% 11.52% 11.34% 13.24% 7.11%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 606 Funds)

3 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Small Growth

Baron Small Cap Fund (BSCUX) S 4.50% 7.44% 13.14% 8.58% 13.76% 9.98% 1.06% 1.06%
Russell 2000 Growth Index 1.11% 4.13% 10.72% 8.75% 13.89% 5.99%
S&P 500 Index 3.01% 7.35% 11.52% 11.34% 13.24% 7.11%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Baron Small Cap Fund (BSFIX) S 4.46% 7.40% 13.14% 8.58% 13.76% 9.98% 1.05% 1.05%
Russell 2000 Growth Index 1.11% 4.13% 10.72% 8.75% 13.89% 5.99%
S&P 500 Index 3.01% 7.35% 11.52% 11.34% 13.24% 7.11%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 606 Funds)

4 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Small Growth

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector FF=Fund of Funds

Performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor's shares, when redeemed, may be worth more or less than their original cost. The Adviser has reimbursed certain fund expenses (by contract as long as BAMCO, Inc. is the adviser to the Fund) for Baron Opportunity Fund, Baron Fifth Avenue Growth Fund, Baron Focused Growth Fund, Baron International Growth Fund, Baron Real Estate Fund, Baron Emerging Markets Funds, Baron Energy and Resources Fund, Baron Discovery Fund, Baron Durable Advantage Fund, Baron Real Estate income Fund and Baron WealthBuilder Fund and all Funds' transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted above.

Performance for the Institutional Shares prior to 5/29/2009, is based on the performance of the Retail Shares, which have a distribution fee. The Institutional Shares do not have a distribution fee. If the annual returns prior to 5/29/2009, did not reflect this fee, the returns would be higher.

Performance for the R6 Shares prior to January 28, 2016 is based on the Institutional Shares, and prior to May 29, 2009 is based on the Retail Shares, which have a distribution fee. The Institutional and R6 Shares do not have a distribution fee. If the annual returns for the R6 Shares prior to May 29, 2009 did not have this fee, the returns would be higher.

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Name Asset Class YTD 1YR 3YR 5YR 10YR Since Inception Expense Ratio
Gross Net
Baron Discovery Fund (BDFUX) S 31.31% 35.75% 30.15% 19.77% N/A 19.77% 1.22% 1.09%
Russell 2000 Growth Index 15.76% 21.06% 17.98% 12.14% N/A 12.14%
S&P 500 Index 10.56% 17.91% 17.31% 13.95% N/A 13.95%

Description

The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Baron Discovery Fund (BDFIX) S 31.31% 35.74% 30.14% 19.77% N/A 19.77% 1.23% 1.10%
Russell 2000 Growth Index 15.76% 21.06% 17.98% 12.14% N/A 12.14%
S&P 500 Index 10.56% 17.91% 17.31% 13.95% N/A 13.95%

Description

The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 606 Funds)

5 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Small Growth

Baron Discovery Fund (BDFFX) S 31.09% 35.47% 29.82% 19.48% N/A 19.48% 1.47% 1.35%
Russell 2000 Growth Index 15.76% 21.06% 17.98% 12.14% N/A 12.14%
S&P 500 Index 10.56% 17.91% 17.31% 13.95% N/A 13.95%

Description

The Fund invests primarily in small-sized U.S. companies. It invests in a select number of high growth businesses that tend to be in an early phase of their lifecycles. Diversified.

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 606 Funds)

5 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Small Growth

Baron Growth Fund (BGRFX) S 19.23% 25.55% 17.62% 11.62% 12.40% 13.46% 1.30% 1.30%
Russell 2000 Growth Index 15.76% 21.06% 17.98% 12.14% 12.65% 8.54%
S&P 500 Index 10.56% 17.91% 17.31% 13.95% 11.97% 10.19%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 540 Funds)

3 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRUX) S 19.47% 25.88% 17.93% 11.90% 12.67% 13.57% 1.05% 1.05%
Russell 2000 Growth Index 15.76% 21.06% 17.98% 12.14% 12.65% 8.54%
S&P 500 Index 10.56% 17.91% 17.31% 13.95% 11.97% 10.19%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Baron Growth Fund (BGRIX) S 19.47% 25.86% 17.93% 11.90% 12.67% 13.57% 1.04% 1.04%
Russell 2000 Growth Index 15.76% 21.06% 17.98% 12.14% 12.65% 8.54%
S&P 500 Index 10.56% 17.91% 17.31% 13.95% 11.97% 10.19%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Diversified.

Ron Baron Portfolio Manager since 1982

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 540 Funds)

3 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Mid-Cap Growth

Baron Small Cap Fund (BSCFX) S 18.84% 25.00% 20.00% 11.98% 12.53% 10.58% 1.31% 1.31%
Russell 2000 Growth Index 15.76% 21.06% 17.98% 12.14% 12.65% 6.70%
S&P 500 Index 10.56% 17.91% 17.31% 13.95% 11.97% 7.50%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 606 Funds)

3 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Small Growth

Baron Small Cap Fund (BSCUX) S 19.09% 25.34% 20.31% 12.27% 12.80% 10.71% 1.06% 1.06%
Russell 2000 Growth Index 15.76% 21.06% 17.98% 12.14% 12.65% 6.70%
S&P 500 Index 10.56% 17.91% 17.31% 13.95% 11.97% 7.50%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Baron Small Cap Fund (BSFIX) S 19.08% 25.33% 20.32% 12.28% 12.80% 10.71% 1.05% 1.05%
Russell 2000 Growth Index 15.76% 21.06% 17.98% 12.14% 12.65% 6.70%
S&P 500 Index 10.56% 17.91% 17.31% 13.95% 11.97% 7.50%

Description

The Fund invests in small-sized U.S. companies with significant growth potential. Investments include fallen angels with strong long-term franchises that have disappointed investors, and special situations where lack of investor awareness creates opportunities. Diversified.

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 606 Funds)

4 stars

Ratings based on risk-adjusted returns as of 09/30/2018
Category:US Fund Small Growth

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector FF=Fund of Funds

Performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor's shares, when redeemed, may be worth more or less than their original cost. The Adviser has reimbursed certain fund expenses (by contract as long as BAMCO, Inc. is the adviser to the Fund) for Baron Opportunity Fund, Baron Fifth Avenue Growth Fund, Baron Focused Growth Fund, Baron International Growth Fund, Baron Real Estate Fund, Baron Emerging Markets Funds, Baron Energy and Resources Fund, Baron Discovery Fund, Baron Durable Advantage Fund, Baron Real Estate income Fund and Baron WealthBuilder Fund and all Funds' transfer agency expenses may be reduced by expense offsets from an unaffiliated transfer agent, without which performance would have been lower. Current performance may be lower or higher than the performance data quoted above.

Performance for the Institutional Shares prior to 5/29/2009, is based on the performance of the Retail Shares, which have a distribution fee. The Institutional Shares do not have a distribution fee. If the annual returns prior to 5/29/2009, did not reflect this fee, the returns would be higher.

Performance for the R6 Shares prior to January 28, 2016 is based on the Institutional Shares, and prior to May 29, 2009 is based on the Retail Shares, which have a distribution fee. The Institutional and R6 Shares do not have a distribution fee. If the annual returns for the R6 Shares prior to May 29, 2009 did not have this fee, the returns would be higher.

 

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Name Asset Class NAV ($) Daily Change ($) Daily Change (%) QTD YTD
Baron Discovery Fund (BDFUX) S $19.86 -$0.78 -3.78% -17.35% 8.52%
Baron Discovery Fund (BDFIX) S $19.86 -$0.78 -3.78% -17.35% 8.52%
Baron Discovery Fund (BDFFX) S $19.64 -$0.77 -3.77% -17.41% 8.27%
Baron Growth Fund (BGRFX) S $71.06 -$1.82 -2.50% -11.92% 5.01%
Baron Growth Fund (BGRUX) S $73.22 -$1.86 -2.48% -11.89% 5.26%
Baron Growth Fund (BGRIX) S $73.21 -$1.86 -2.48% -11.89% 5.26%
Baron Small Cap Fund (BSCFX) S $28.10 -$1.12 -3.83% -16.57% -0.85%
Baron Small Cap Fund (BSCUX) S $29.17 -$1.16 -3.82% -16.51% -0.58%
Baron Small Cap Fund (BSFIX) S $29.18 -$1.15 -3.79% -16.51% -0.58%

Updated on 10/31/2018

Asset Class Key: S=Small Cap S-M=Small-Mid Cap M=Mid Cap L=Large Cap A=All Cap IN=International SCT=Sector FF=Fund of Funds

 

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Name Summary Prospectus Prospectus SAI Annual Report Semi-Annual Report
Baron Discovery Fund (BDFUX)
Baron Discovery Fund (BDFIX)
Baron Discovery Fund (BDFFX)
Baron Growth Fund (BGRFX)
Baron Growth Fund (BGRUX)
Baron Growth Fund (BGRIX)
Baron Small Cap Fund (BSCFX)
Baron Small Cap Fund (BSCUX)
Baron Small Cap Fund (BSFIX)