Breaking News
Get 55% Off 0
🔴 LIVE: The Secrets of ProPicks AI Success Revealed + November’s List FREE
Watch Now
Close

Baron Small Cap Fund Institutional Class (BSFIX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
39.90 +0.39    +0.99%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.83B
Type:  Fund
Market:  United States
Issuer:  Baron Capital Group
Asset Class:  Equity
Baron Small Cap Instl 39.90 +0.39 +0.99%

BSFIX Overview

 
Find basic information about the Baron Small Cap Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BSFIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change37.04%
Prev. Close39.51
Risk Rating
TTM Yield0%
ROE17.28%
IssuerBaron Capital Group
Turnover6.95%
ROA4.71%
Inception Date39962
Total Assets2.83B
Expenses1.04%
Min. Investment1,000,000
Market Cap8.9B
CategorySmall Growth
What is your sentiment on Baron Small Cap Instl?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1123 1021 1365 963 1709 2711
Fund Return 12.3% 2.06% 36.54% -1.25% 11.31% 10.49%
Place in category 193 132 188 164 100 77
% in Category 32 20 32 36 24 22

Top Equity Funds by Baron Capital Group, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  Baron Growth Instl 5.14B 4.31 -2.59 10.54
  Baron Emerging Markets Institutiona 3.78B 11.31 -4.92 2.99
  Baron Partners Institutional 3.25B -0.43 -7.93 18.11
  Baron Partners Retail 2.7B -0.64 -8.16 17.80
  Baron Asset Retail 2.24B 8.45 -2.58 10.31

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 19.28B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14.13B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.15B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.96B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.86B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
  Vertiv Holdings Co US92537N1081 6.28 123.78 -2.38%
  Gartner US3666511072 5.61 550.66 +0.31%
  Guidewire US40171V1008 4.76 195.55 -0.04%
  Kinsale Capital US49714P1084 4.64 471.96 -0.89%
  ICON PLC IE0005711209 4.36 212.27 +0.04%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

BSFIX Comments

Write your thoughts about Baron Small Cap Fund Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email