Morningstar

Baron Small Cap Fund Institutional Class BSFIX

Morningstar Medalist Rating
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Medalist Rating as of See Baron Capital Investment Hub
  • NAV / 1-Day Return $29.93  /  +0.30 %
  • Fund Size $2.4B
  • Adjusted Expense Ratio 1.060%
  • Net Expense Ratio 1.060%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis BSFIX

Will BSFIX 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 BSFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of BSFIX’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 BSFIX

More BSFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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