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Baron Small Cap Fund Institutional Class (BSFIX)

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40.47 +0.41    +1.02%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Baron Capital Group
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.75B
Baron Small Cap Instl 40.47 +0.41 +1.02%

Baron Small Cap Fund Institutional Class Overview

 
Find basic information about the Baron Small Cap Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BSFIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US0682788031)
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Rating
1-Year Change30.53%
Prev. Close40.06
Risk Rating
TTM Yield0%
ROE17.28%
IssuerBaron Capital Group
Turnover6.95%
ROA4.71%
Inception Date39962
Total Assets2.75B
Expenses1.04%
Min. Investment1,000,000
Market Cap8.9B
CategorySmall Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1123 1021 1365 963 1709 2711
Fund Return 12.3% 2.06% 36.54% -1.25% 11.31% 10.49%
Place in category 193 132 189 164 100 77
% in Category 32 20 32 36 24 22

Top Equity Funds by Baron Capital Group, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Baron Growth Instl 4.9B 4.31 -2.59 10.54
  Baron Emerging Markets Institutiona 3.58B 11.31 -4.92 2.99
  Baron Partners Institutional 3.07B -0.43 -7.93 18.11
  Baron Partners Retail 2.53B -0.64 -8.16 17.80
  Baron Asset Retail 2.18B 8.45 -2.58 10.31

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.81B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.17B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.99B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.87B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
  Vertiv Holdings Co US92537N1081 6.28 132.03 -5.79%
  Gartner US3666511072 5.61 518.97 -0.16%
  Guidewire US40171V1008 4.76 203.11 +0.14%
  Kinsale Capital US49714P1084 4.64 506.32 +1.53%
  ICON PLC IE0005711209 4.36 216.76 +1.17%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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