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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 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 -2.18% 4.86% -7.68% 9.01% 10.54% 12.08% 1.06% 1.06%
Russell 2000 Growth Index -3.21% 4.46% -6.03% 6.17% 7.00% 7.40%
S&P 500 Index 1.68% 20.82% 10.99% 14.30% 12.62% 12.89%

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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 561 Funds)

3 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Discovery Fund (BDFIX) S -2.18% 4.86% -7.67% 9.01% 10.53% 12.08% 1.06% 1.06%
Russell 2000 Growth Index -3.21% 4.46% -6.03% 6.17% 7.00% 7.40%
S&P 500 Index 1.68% 20.82% 10.99% 14.30% 12.62% 12.89%

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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 561 Funds)

3 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Discovery Fund (BDFFX) S -2.20% 4.59% -7.91% 8.73% 10.26% 11.79% 1.33% 1.33%
Russell 2000 Growth Index -3.21% 4.46% -6.03% 6.17% 7.00% 7.40%
S&P 500 Index 1.68% 20.82% 10.99% 14.30% 12.62% 12.89%

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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 561 Funds)

3 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Growth Fund (BGRFX) S 0.86% 5.96% 3.11% 12.51% 10.47% 12.73% 1.30% 1.30%
Russell 2000 Growth Index -3.21% 4.46% -6.03% 6.17% 7.00% 7.53%
S&P 500 Index 1.68% 20.82% 10.99% 14.30% 12.62% 10.50%

Description

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

Ron Baron bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 523 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRUX) S 0.87% 6.23% 3.37% 12.79% 10.75% 12.87% 1.05% 1.05%
Russell 2000 Growth Index -3.21% 4.46% -6.03% 6.17% 7.00% 7.53%
S&P 500 Index 1.68% 20.82% 10.99% 14.30% 12.62% 10.50%

Description

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

Ron Baron bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 523 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRIX) S 0.88% 6.25% 3.37% 12.79% 10.75% 12.87% 1.05% 1.05%
Russell 2000 Growth Index -3.21% 4.46% -6.03% 6.17% 7.00% 7.53%
S&P 500 Index 1.68% 20.82% 10.99% 14.30% 12.62% 10.50%

Description

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

Ron Baron bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 523 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Mid-Cap Growth

Baron Small Cap Fund (BSCFX) S -0.59% 12.06% 0.56% 11.02% 9.35% 9.96% 1.31% 1.31%
Russell 2000 Growth Index -3.21% 4.46% -6.03% 6.17% 7.00% 5.97%
S&P 500 Index 1.68% 20.82% 10.99% 14.30% 12.62% 8.38%

Description

The Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified.

Cliff Greenberg bio image

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 561 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Small Cap Fund (BSCUX) S -0.58% 12.33% 0.81% 11.29% 9.63% 10.12% 1.06% 1.06%
Russell 2000 Growth Index -3.21% 4.46% -6.03% 6.17% 7.00% 5.97%
S&P 500 Index 1.68% 20.82% 10.99% 14.30% 12.62% 8.38%

Description

The Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified.

Cliff Greenberg bio image

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 561 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Small Cap Fund (BSFIX) S -0.55% 12.36% 0.82% 11.30% 9.64% 10.12% 1.05% 1.05%
Russell 2000 Growth Index -3.21% 4.46% -6.03% 6.17% 7.00% 5.97%
S&P 500 Index 1.68% 20.82% 10.99% 14.30% 12.62% 8.38%

Description

The Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified.

Cliff Greenberg bio image

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 561 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
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 EA=Equity Allocation

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 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 22.58% 22.58% -5.87% 11.94% 11.02% 12.42% 1.06% 1.06%
Russell 2000 Growth Index 18.66% 18.66% -3.50% 9.22% 7.16% 7.80%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% 12.03% 12.82%

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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 561 Funds)

3 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Discovery Fund (BDFIX) S 22.58% 22.58% -5.86% 11.94% 11.02% 12.42% 1.06% 1.06%
Russell 2000 Growth Index 18.66% 18.66% -3.50% 9.22% 7.16% 7.80%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% 12.03% 12.82%

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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 561 Funds)

3 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Discovery Fund (BDFFX) S 22.28% 22.28% -6.10% 11.65% 10.74% 12.14% 1.33% 1.33%
Russell 2000 Growth Index 18.66% 18.66% -3.50% 9.22% 7.16% 7.80%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% 12.03% 12.82%

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 bio image

Laird Bieger Portfolio Manager since 2013

Randolph Gwirtzman bio image

Randolph Gwirtzman Portfolio Manager since 2013

Morningstar Rating

Overall (out of 561 Funds)

3 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Growth Fund (BGRFX) S 14.68% 14.68% 2.08% 14.62% 9.96% 12.73% 1.30% 1.30%
Russell 2000 Growth Index 18.66% 18.66% -3.50% 9.22% 7.16% 7.67%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% 12.03% 10.47%

Description

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

Ron Baron bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 523 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRUX) S 14.97% 14.97% 2.34% 14.91% 10.24% 12.88% 1.05% 1.05%
Russell 2000 Growth Index 18.66% 18.66% -3.50% 9.22% 7.16% 7.67%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% 12.03% 10.47%

Description

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

Ron Baron bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 523 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Mid-Cap Growth

Baron Growth Fund (BGRIX) S 14.97% 14.97% 2.34% 14.92% 10.24% 12.88% 1.05% 1.05%
Russell 2000 Growth Index 18.66% 18.66% -3.50% 9.22% 7.16% 7.67%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% 12.03% 10.47%

Description

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

Ron Baron bio photo

Ron Baron Portfolio Manager since 1982

Neal Rosenberg bio photo

Neal Rosenberg Portfolio Manager since 2006

Morningstar Rating

Overall (out of 523 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Mid-Cap Growth

Baron Small Cap Fund (BSCFX) S 26.88% 26.88% 0.27% 13.73% 9.03% 10.02% 1.31% 1.31%
Russell 2000 Growth Index 18.66% 18.66% -3.50% 9.22% 7.16% 6.12%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% 12.03% 8.34%

Description

The Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified.

Cliff Greenberg bio image

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 561 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Small Cap Fund (BSCUX) S 27.20% 27.20% 0.52% 14.03% 9.31% 10.18% 1.06% 1.06%
Russell 2000 Growth Index 18.66% 18.66% -3.50% 9.22% 7.16% 6.12%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% 12.03% 8.34%

Description

The Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified.

Cliff Greenberg bio image

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 561 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
Category:US Fund Small Growth

Baron Small Cap Fund (BSFIX) S 27.19% 27.19% 0.52% 14.02% 9.31% 10.18% 1.05% 1.05%
Russell 2000 Growth Index 18.66% 18.66% -3.50% 9.22% 7.16% 6.12%
S&P 500 Index 26.29% 26.29% 10.00% 15.69% 12.03% 8.34%

Description

The Fund invests for the long term, predominantly in high-quality small-sized U.S. companies that are market leaders with significant growth potential. Diversified.

Cliff Greenberg bio image

Cliff Greenberg Portfolio Manager since 1997

Morningstar Rating

Overall (out of 561 Funds)

4 stars

Ratings based on risk-adjusted returns as of 01/31/2024
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 EA=Equity Allocation

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 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.