About BSFIX
Baron Small Cap Fund Institutional Class is a mutual fund specializing in small-cap growth equities within the United States. Managed with a long-term, high-conviction strategy, its primary objective is capital appreciation by investing at least 80% of its net assets in common stocks of small-sized growth companies. The fund is noted for its concentrated portfolio, typically holding around 55 stocks, significantly fewer than the category average, and maintains a high active share and low turnover rate. The selection process emphasizes bottom-up fundamental research, targeting companies with strong management, competitive advantages, and exposure to secular growth opportunities. By favoring both established market leaders and companies undergoing transformative events such as IPOs or restructurings, the fund seeks to capture diverse growth drivers. Baron Small Cap Fund plays a distinctive role in the market by offering investors exposure to the dynamic small-cap segment, often overlooked by larger funds, with a disciplined risk-management framework and a research-intensive investment process.
Fund Family Baron Capital Group, Inc.
Category Small Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BSFIX
Share Class Institutional Shares
Index Russell 2000 Growth TR
BSFIX had a total return of 2.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.13%.
