Baron Small Cap Fund Retail Class (BSCFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests 80% of its net assets in equity securities in the form of common stock of small-sized growth companies with market capitalizations of less than $2.5 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation.


1 month-0.09% 3 years+15.99%
3 months+5.32% 5 years+15.13%
1 year+2.75% Since inception+10.10%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.13%+15.53%
Expense ratio1.31%1.39%
Risk 5 year sharpe ratio0.950.90
Net assets$5.3B$793.8M
Average market cap$3.5B$2.9B
Average P/E27.126.6
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyBaron Capital Group
Fund manager & tenureClifford Greenberg / 17 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock93.48%
International stock4.09%
Fixed income0.93%
Top 5 Sectors
Portfolio weighting
Industrial materials 19.43%
Consumer service 13.99%
Business service 12.38%
Healthcare 10.11%
Energy 8.69%
Top 10 Holdings
Portfolio weighting
SBAC SBA Communications Corp3.94%
IT Gartner Inc Class A3.55%
TDG TransDigm Group Inc3.22%
BERY Berry Plastics Group Inc2.66%
BKD Brookdale Senior Living Inc2.54%
FLT Fleetcor Technologies, Inc.2.23%
AYI Acuity Brands Inc2.17%
UNFI United Natural Foods Inc2.10%
BFAM Bright Horizons Family Solutions Inc2.07%
WCN Waste Connections Inc2.06%

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