About BDAFX
Baron Durable Advantage Fund Retail Shares is an actively managed mutual fund focused on capital appreciation through investments in large, U.S.-based companies. The fund seeks to identify and hold a concentrated portfolio of businesses that possess robust competitive advantages—firms that, in the view of its managers, are well-managed, generate substantial excess free cash flow, and consistently return capital to shareholders via stock buybacks or dividends. Led by a seasoned management team, the fund typically favors companies with durable business models, high market capitalizations, and leadership positions within their sectors, especially in technology, consumer services, and financial services. Its portfolio reflects a high active share relative to the S&P 500, signaling a distinctive approach within the large growth category. Emphasizing quality and durability, the fund aims to build long-term value by targeting established enterprises with the potential for sustained growth, managing a diversified basket of securities to optimize risk-adjusted returns for investors seeking participation in the growth segment of the U.S. equity market.
Fund Family Baron Capital Group, Inc.
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BDAFX
Index S&P 500 TR
BDAFX had a total return of 9.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.49%.
