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 U.S. small-sized growth companies. BAMCO- Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those- at the time of purchase- with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution- or companies with market capitalizations up to $2.5 billion- whichever is larger.


1 month-1.69% 3 years+9.23%
3 months+0.92% 5 years+12.31%
1 year+21.38% Since inception+10.08%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.31%+11.88%
Expense ratio1.31%1.27%
Risk 5 year sharpe ratio0.920.87
Net assets$4.2B$1.1B
Average market cap$4.9B$3.4B
Average P/E31.826.7
Portfolio turnover29%29%

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Fund Management and Purchase Info

Fund familyBaron Capital Group
Fund manager & tenureClifford Greenberg / 20 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock93.58%
International stock5.63%
Fixed income0.00%
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
IT Gartner Inc3.90%
ASGN ASGN Inc3.40%
GTT GTT Communications Inc3.36%
GWRE Guidewire Software Inc3.35%
-- 3.32%
IDXX IDEXX Laboratories Inc3.18%
TDG TransDigm Group Inc2.91%
BFAM Bright Horizons Family Solutions Inc2.84%
SITE SiteOne Landscape Supply Inc2.51%
SBAC SBA Communications Corp2.43%