BSCFX : Baron Small Cap Fund Retail Class

BSCFX is a US Stocks Market Small Growth with HIGH fees.

BSCFX

Baron Small Cap Fund Retail Class

FI Score

48 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

48% FI Score
  • bscfx
  • Mutual Fund
  • US Stocks
  • Small Growth

Baron Small Cap Fund Retail Class

Expenses: 1.31% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests 80% of its net assets in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

Largest Holdings

Amount Holding
4.24% SBA Communications Corp
4.23% Teladoc Health Inc
3.93% Guidewire Software Inc
3.29% Gartner Inc A
3.15% Icon PLC
2.93% Americold Realty Trust
2.74% Clarivate Analytics PLC Ordinary Shares
2.68% SiteOne Landscape Supply Inc
2.67% DexCom Inc
2.60% IDEXX Laboratories Inc
2.51% Aspen Technology Inc
2.44% Bright Horizons Family Solutions Inc
2.37% Waste Connections Inc
2.36% Mercury Systems Inc
2.18% Installed Building Products Inc
2.12% Floor & Decor Holdings Inc
2.06% PRA Health Sciences Inc
2.04% ASGN Inc
1.99% Cognex Corp
1.91% The Trade Desk Inc A
1.78% John Bean Technologies Corp
1.67% HealthEquity Inc
1.67% Wix.com Ltd
1.66% Repay Holdings Corp Ordinary Shares - Class A
1.60% Mettler-Toledo International Inc

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