• Fund Type: Open-End Fund
  • Objective: Growth Small Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Baron Small Cap Fund

+ Add to Watchlist

BSFIX:US

34.03 USD 0.24 0.71%

As of 09:29:30 ET on 04/17/2014.

Snapshot for Baron Small Cap Fund (BSFIX)

Year To Date: -3.38% 3-Month: -2.32% 3-Year: +12.70% 52-Week Range: 27.82 - 36.28
1-Month: -4.92% 1-Year: +23.11% 5-Year: - Beta vs RTY: 0.92

Mutual Fund Chart for BSFIX

No chart data available.
  • BSFIX:US 34.03
  • 1M
  • 1Y
Interactive BSFIX Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Close:
Open:
High:
Low:
Volume:
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

Fund Profile & Information for BSFIX

Baron Small Cap Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide capital appreciation through investments primarily in securities of smaller companies. It achieves this objective by investing in small sized companies with market capitalization under $2.5 billion. The Adviser seeks to purchase securities that could increase in value 100% within 4 years.

Inception Date: 05-29-2009 Telephone: 1-800-992-2766
Managers: CLIFF GREENBERG
Web Site: www.baronfunds.com

Fundamentals for BSFIX

NAV (on 2014-04-17) 34.03
Assets (M) (on 2014-03-31) 5,697.61
Fund Leveraged N
Minimum Investment 1,000,000.00
Minimum Subsequent Investment 0.00

Dividends for BSFIX

No dividends reported

Fees & Expenses for BSFIX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 1.05

Top Fund Holdings for BSFIX

Filing Date: 12/31/2013
Name Position Value % of Total
SBA Communications Corp 2,250,000 202,140,000 3.452%
TransDigm Group Inc 1,000,000 161,020,000 2.750%
Gartner Inc 2,250,000 159,862,500 2.730%
Gaming and Leisure Properties 3,587,241 152,430,000 2.603%
Liberty Media Corp 850,000 124,482,500 2.126%
FleetCor Technologies Inc 1,000,000 117,170,000 2.001%
Financial Engines Inc 1,650,000 114,642,000 1.958%
ACI Worldwide Inc 1,750,000 113,750,000 1.942%
United Natural Foods Inc 1,450,000 109,315,500 1.867%
Waste Connections Inc 2,500,000 109,075,000 1.863%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

Advertisement
Advertisement
Sponsored Links
Advertisements
sec ||= nil