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Baron Small Cap Instl BSFIX

Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 36.55  /  +0.27 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    1.050%
  • 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.

Getting back on track.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Small Cap's patient approach and veteran leadership continue to make it a great option in the small-cap arena.

Rated on Published on

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Portfolio Holdings BSFIX

  • 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