Baron Small Cap's patient approach and veteran leadership continue to make it a great option in the small-cap arena.
Baron Small Cap Instl BSFIX
- NAV / 1-Day Return 36.55 / +0.27 %
- Total Assets 4.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield —
- Turnover 10%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis BSFIX
Will BSFIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Gartner Inc | 5.62 | 259.4 Mil | Technology |
Icon PLC | 4.29 | 198.1 Mil | Healthcare |
Vertiv Holdings Co Units (1 Cls A & 1/3 War) | 3.90 | 180.1 Mil | Industrials |
ASGN Inc | 3.64 | 168.3 Mil | Technology |
Red Rock Resorts Inc Class A | 3.46 | 160.0 Mil | Consumer Cyclical |
Kinsale Capital Group Inc | 3.44 | 159.1 Mil | Financial Services |
SiteOne Landscape Supply Inc | 3.34 | 154.4 Mil | Industrials |
Fixed Inc Clearing Corp.Repo | 3.29 | 152.0 Mil | Cash and Equivalents |
Vertiv Holdings Co Class A | 3.12 | 144.1 Mil | Industrials |
Guidewire Software Inc | 2.89 | 133.6 Mil | Technology |