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Baron Small Cap Fund Institutional Class (BSFIX)

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33.39 -0.38    -1.13%
27/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3.01B
Type:  Fund
Market:  United States
Issuer:  Baron Capital Group
Asset Class:  Equity
Baron Small Cap Instl 33.39 -0.38 -1.13%

BSFIX 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 Change2.14%
Prev. Close33.77
Risk Rating
TTM Yield0%
ROE17.28%
IssuerBaron Capital Group
Turnover10%
ROA4.71%
Inception Date39962
Total Assets3.01B
Expenses1.05%
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 1227 1104 1345 1104 1769 2930
Fund Return 22.73% 10.37% 34.46% 3.36% 12.08% 11.35%
Place in category 261 284 311 187 111 83
% in Category 48 54 56 41 26 24

Top Equity Funds by Baron Capital Group, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Baron Growth Instl 5.15B 11.23 1.17 11.02
  Baron Partners Institutional 3.7B 19.42 -1.06 20.13
  Baron Emerging Markets Institutiona 3.49B 9.23 -4.01 2.70
  Baron Partners Retail 3B 19.14 -1.31 19.82
  Baron Asset Retail 2.31B 15.96 1.48 10.85

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 20.44B 18.93 3.83 11.18
  Vanguard Small Cap Growth Index Adm 15.8B 25.15 3.40 9.95
  Neuberger Berman Genesis R6 4.77B 20.81 5.85 10.95
  T. Rowe Price QM US Small-Cap Gr Eq 4.54B 23.86 6.68 -
  T. Rowe Price Instl Small-Cap Stock 4.55B 20.24 3.51 10.88

Top Holdings

Name ISIN Weight % Last Change %
  Vertiv Holdings Co US92537N1081 6.28 115.11 -3.17%
  Gartner US3666511072 5.61 486.96 -0.46%
  Guidewire US40171V1008 4.76 171.23 -1.81%
  Kinsale Capital US49714P1084 4.64 470.68 -0.15%
  ICON PLC IE0005711209 4.36 212.29 -0.72%

Technical Summary

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