Baron Small Cap's patient approach and veteran leadership continue to make it a great option in the small-cap arena.
Baron Small Cap Retail BSCFX
- NAV / 1-Day Return 31.51 / −1.47 %
- Total Assets 5.1 Bil
-
Adj. Expense Ratio
1.310%
- Expense Ratio 1.310%
- 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 —
- Turnover 10%
USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0
Morningstar’s Analysis BSCFX
Will BSCFX 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 38.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Fixed Inc Clearing Corp.Repo | 6.03 | 308.6 Mil | Cash and Equivalents |
Gartner Inc | 4.89 | 250.3 Mil | Technology |
Kinsale Capital Group Inc | 4.87 | 249.3 Mil | Financial Services |
Icon PLC | 4.60 | 235.2 Mil | Healthcare |
Vertiv Holdings Co Class A | 4.55 | 232.8 Mil | Industrials |
ASGN Inc | 3.58 | 183.3 Mil | Technology |
Red Rock Resorts Inc Class A | 3.51 | 179.5 Mil | Consumer Cyclical |
Vertiv Holdings Co Units (1 Cls A & 1/3 War) | 3.19 | 163.3 Mil | Industrials |
Installed Building Products Inc | 3.16 | 161.7 Mil | Consumer Cyclical |
SiteOne Landscape Supply Inc | 3.15 | 161.5 Mil | Industrials |