Baron Small Cap Fund Retail Class
BSCFX
NASDAQ
| Weiss Ratings | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Baron Capital Group, Inc. | |||
| Manager/Tenure (Years) | Cliff Greenberg (27) | |||
| Website | http://https://www.baroncapitalgroup.com | |||
| Fund Information | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Baron Small Cap Fund Retail Class | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Sep 30, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.35% | |||
| Asset Allocation | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.73% | |||
| Stock | 99.27% | |||
| U.S. Stock | 98.22% | |||
| Non-U.S. Stock | 1.05% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.37% | |||
| 30-Day Total Return | 0.89% | |||
| 60-Day Total Return | 5.17% | |||
| 90-Day Total Return | 9.75% | |||
| Year to Date Total Return | 0.89% | |||
| 1-Year Total Return | 9.89% | |||
| 2-Year Total Return | 21.35% | |||
| 3-Year Total Return | 31.21% | |||
| 5-Year Total Return | 45.66% | |||
| Price | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $30.48 | |||
| 1-Month Low NAV | $29.97 | |||
| 1-Month High NAV | $31.22 | |||
| 52-Week Low NAV | $24.11 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $37.37 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.95 | |||
| Standard Deviation | 22.53 | |||
| Balance Sheet | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.98B | |||
| Operating Ratios | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.30% | |||
| Turnover Ratio | 10.00% | |||
| Performance | BSCFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 18.86% | |||
| Last Bear Market Total Return | -18.65% | |||