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Morningstar

Baron Small Cap Instl BSFIX

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub
  • NAV / 1-Day Return 29.92  /  0.17 %
  • Total Assets 4.5 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 17%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:11 PM GMT+0

Morningstar’s Analysis BSFIX

Will BSFIX outperform in 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.

Getting back on track.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Small Cap's patient approach and veteran leadership continue to make it a great option in the small-cap arena.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BSFIX

More BSFIX Holdings
  • Current Portfolio Date
  • Equity Holdings 63
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Gartner Inc

5.33
236,459,250
Technology

Fixed Inc Clearing Corp.Repo

4.45
197,712,891
Cash and Equivalents

Kinsale Capital Group Inc

4.22
187,100,000
Financial Services

Icon PLC

3.95
175,140,000
Healthcare

SiteOne Landscape Supply Inc

3.58
158,992,000
Industrials

Floor & Decor Holdings Inc Class A

3.16
140,346,000
Consumer Cyclical

ASGN Inc

2.98
132,352,500
Technology

Red Rock Resorts Inc Class A

2.90
128,645,000
Consumer Cyclical

Chart Industries Inc

2.70
119,842,500
Industrials

Installed Building Products Inc

2.53
112,128,000
Consumer Cyclical