Morningstar

Baron Small Cap Fund Class R6 BSCUX

Morningstar Medalist Rating
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Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return$30.85  /  +0.55%
  • Fund Size$2.4B
  • Adjusted Expense Ratio1.060%
  • Net Expense Ratio1.060%
  • Fee Level: DistributionHigh
  • Share Class TypeRetirement, Large
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$5M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio13%
NAV and 1-Day Return as of

Morningstar’s Analysis BSCUX

Will BSCUX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSCUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSCUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSCUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Eric Schultz
Rated on Published on

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Portfolio Holdings BSCUX

More BSCUX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings36.2
Top 10 Holdings
% Portfolio Weight
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