Baron Durable Advantage Fund Retail Shares (BDAFX) Research

This fund primarily allocates its capital to the common stock of substantial American corporations. The investment adviser seeks out businesses that are considered distinctive, skillfully managed, and hold significant competitive advantages. A key focus is on companies that consistently generate substantial surplus free cash flow, which is then reliably distributed back to shareholders through either share repurchases or dividend payments.

Market snapshot

Symbol
BDAFX
Price
$34.42
Day change
+1.83%
Market cap
$545.5M
52-week range
28.78-35.12
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Enhanced International Dividend Trust (BGY)
  • Nationwide Mid Cap Market Index Fund Class A (GMXAX)
  • Nationwide Mid Cap Market Index Fund Class R (GMXRX)
  • Heartland Mid Cap Value Fund Institutional Class (HNMDX)
  • Heartland Mid Cap Value Fund Investor Class (HRMDX)
  • AMG Montrusco Bolton Large Cap Growth Fund Class N (MCGFX)
  • Manning & Napier Fd, Inc. Pro-Blend Extended Term Srs Cl S (MNBAX)
  • State Street Institutional Small-Cap Equity Fund Investment Class (SIVIX)

Open Baron Durable Advantage Fund Retail Shares (BDAFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.