Baron Small Cap Fund Institutional Class BSFIX

Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 32.72  /  +0.49 %
  • Total Assets 2.8B
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 13%

USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BSFIX

Will BSFIX outperform in the future?

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

A great small-growth option.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

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

Rated on Published on

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Portfolio Holdings BSFIX

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

Vertiv Holdings Co Class A

7.64 218M
Industrials

Red Rock Resorts Inc Class A

5.08 145M
Consumer Cyclical

Kinsale Capital Group Inc

4.05 115M
Financial Services

SiteOne Landscape Supply Inc

3.69 105M
Industrials

JBT Marel Corp

3.36 96M
Industrials

TransDigm Group Inc

3.27 93M
Industrials

Cognex Corp

3.18 91M
Technology

Guidewire Software Inc

3.02 86M
Technology

Liberty Media Corp Registered Shs Series -C- Formula One

2.67 76M
Communication Services

The Baldwin Insurance Group Inc Class A

2.52 72M
Financial Services

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