Baron Small Cap Fund Retail Class BSCFX

Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 26.28  /  +1.08 %
  • Total Assets 2.4B
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 13%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BSCFX

Will BSCFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Still competitive despite stiff headwinds.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Baron Small Cap’s veteran manager and a sound approach earn Above Average People and High Process ratings.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BSCFX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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