Baron Small Cap’s veteran portfolio manager and long-term approach earn all its shares classes a Morningstar Analyst Rating of Silver.
Will BSFIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSFIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BSFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BSFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.