| 30.74 Net Asset Value | -0.29% 1 Day | +16.13% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.05% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +5.13% | 3 years | +18.15% | |
| 3 months | +8.13% | 5 years | -- | |
| 1 year | +28.95% | Since inception | +19.66% |
| BSFIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +8.20% |
| Expense ratio | 1.05% | 1.48% |
| Risk 5 year sharpe ratio | 0.44 | 0.39 |
| Net assets | $4.9B | $699.1M |
| Average market cap | $2.9B | $2.1B |
| Average P/E | 26.8 | 22.9 |
| Portfolio turnover | 28% | 28% |
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| Fund family | Baron Capital Group |
| Fund manager & tenure | Clifford Greenberg / 15 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | $1,000,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 19.43% |
| Consumer service | 13.99% |
| Business service | 12.38% |
| Healthcare | 10.11% |
| Energy | 8.69% |
| SBAC SBA Communications Corp | 3.71% |
| PENN Penn National Gaming | 3.44% |
| TDG TransDigm Group Inc | 3.15% |
| EQIX Equinix, Inc. | 2.56% |
| IT Gartner, Inc. Class A | 2.52% |
| LMCA Liberty Media Corporation | 2.30% |
| WCN Waste Connections, Inc. | 1.85% |
| BKD Brookdale Senior Living, Inc. | 1.72% |
| ULTI Ultimate Software Group, Inc. | 1.72% |
| ACIW ACI Worldwide, Inc. | 1.66% |
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