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Baron Small Cap Retail (BSCFX)

28.18
-0.11
(-0.39%)
As of 8:08:36 AM EDT. Market Open.
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  • Previous Close 28.29
  • YTD Return -1.19%
  • Expense Ratio 1.30%
  • Category Small Growth
  • Last Cap Gain 58.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 4.25B
  • Beta (5Y Monthly) 1.20
  • 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

4.25B

Net Assets

1997-09-30

Inception Date

Performance Overview: BSCFX

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Trailing returns as of 3/26/2025. Category is Small Growth.

YTD Return

BSCFX
1.19%
Category
12.40%
 

1-Year Return

BSCFX
4.73%
Category
55.69%
 

3-Year Return

BSCFX
5.46%
Category
19.34%
 

5-Year Return

BSCFX
10.49%
Category
20.72%
 

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Holdings: BSCFX

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Sector Weightings

SectorBSCFX
Technology   31.34%
Industrials   27.02%
Healthcare   9.24%
Real Estate   0.19%
Utilities   0.00%
Energy   0.00%

Recent News: BSCFX

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Research Reports: BSCFX

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