BCSM – Baron SMID Cap ETF – ETF Investment Strategy

Strategy

The investment seeks capital appreciation. The fund is a diversified fund that, under normal circumstances, invests at least 80% of its net assets in equity securities (including depositary receipts) of small- and mid‑sized companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BCSM	Baron SMID Cap ETF	ETF	Open	—	—	Dec 12, 2025	$37.38M	0.750%	—	—	—

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Baron SMID Cap ETF BCSM Strategy

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