Nasdaq - Delayed Quote USD

Baron Small Cap Retail (BSCFX)

29.09
+0.08
+(0.28%)
At close: 8:04:13 PM EDT
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  • Previous Close 29.01
  • YTD Return -11.16%
  • Expense Ratio 1.30%
  • Category Small Growth
  • Last Cap Gain 58.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.61B
  • Beta (5Y Monthly) 1.23
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend --
  • Inception Date Sep 30, 1997

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.

Baron Capital Group, Inc.

Fund Family

Small Growth

Fund Category

3.61B

Net Assets

1997-09-30

Inception Date

Performance Overview: BSCFX

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Trailing returns as of 5/14/2025. Category is Small Growth.

YTD Return

BSCFX
11.16%
Category
12.40%
 

1-Year Return

BSCFX
2.30%
Category
55.69%
 

3-Year Return

BSCFX
4.74%
Category
19.34%
 

5-Year Return

BSCFX
9.82%
Category
20.72%
 

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Holdings: BSCFX

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Sector Weightings

SectorBSCFX
Technology   27.27%
Industrials   26.88%
Healthcare   9.51%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: BSCFX

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Research Reports: BSCFX

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