Baron Small Cap Fund Class R6
BSCUX
NASDAQ
Weiss Ratings | BSCUX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | BSCUX-NASDAQ | Click to Compare |
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Provider | Baron Capital Group, Inc. | |||
Manager/Tenure (Years) | Cliff Greenberg (27) | |||
Website | http://https://www.baroncapitalgroup.com | |||
Fund Information | BSCUX-NASDAQ | Click to Compare |
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Fund Name | Baron Small Cap Fund Class R6 | |||
Category | Small Growth | |||
Sub-Category | US Equity Small Cap | |||
Prospectus Objective | Small Company | |||
Inception Date | Jan 29, 2016 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 5,000,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | BSCUX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | BSCUX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.35% | |||
Asset Allocation | BSCUX-NASDAQ | Click to Compare |
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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 | BSCUX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.85% | |||
30-Day Total Return | 0.50% | |||
60-Day Total Return | 0.41% | |||
90-Day Total Return | 3.54% | |||
Year to Date Total Return | 1.54% | |||
1-Year Total Return | 7.20% | |||
2-Year Total Return | 22.19% | |||
3-Year Total Return | 40.96% | |||
5-Year Total Return | 40.47% | |||
Price | BSCUX-NASDAQ | Click to Compare |
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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 | BSCUX-NASDAQ | Click to Compare |
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Nav | $33.56 | |||
1-Month Low NAV | $32.29 | |||
1-Month High NAV | $34.13 | |||
52-Week Low NAV | $26.39 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $40.45 | |||
52-Week High Price (Date) | Nov 25, 2024 | |||
Beta / Standard Deviation | BSCUX-NASDAQ | Click to Compare |
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Beta | 0.93 | |||
Standard Deviation | 21.74 | |||
Balance Sheet | BSCUX-NASDAQ | Click to Compare |
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Total Assets | 3.89B | |||
Operating Ratios | BSCUX-NASDAQ | Click to Compare |
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Expense Ratio | 1.05% | |||
Turnover Ratio | 10.00% | |||
Performance | BSCUX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 19.02% | |||
Last Bear Market Total Return | -18.60% | |||