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Baron Small Cap Fund Institutional Class (BSFIX)

US Funds

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35.15 +0.18 +0.51%

10/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.9B

Type: Fund

Market: United States

Issuer: Baron Capital Group

Asset Class: Equity

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BSFIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Baron Small Cap Instl (BSFIX) fund. Our Baron Small Cap Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.36	1.36	0.00
Stocks	98.64	98.64	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.24	22.91
Price to Book	3.39	3.30
Price to Sales	2.69	2.29
Price to Cash Flow	16.38	12.77
Dividend Yield	0.35	0.63
5 Years Earnings Growth	14.70	14.25

Sector Allocation

Name	Net %	Category Average
Technology	31.34	24.14
Industrials	27.02	20.45
Consumer Cyclical	15.64	11.30
Financial Services	10.27	9.61
Healthcare	9.24	20.31
Communication Services	3.68	2.15
Basic Materials	1.43	3.50
Consumer Defensive	1.19	4.18
Real Estate	0.19	3.02

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 58

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vertiv Holdings Co	US92537N1081	7.20	123.25	-2.00%
Gartner	US3666511072	5.58	522.12	-1.28%
Kinsale Capital	US49714P1084	4.82	479.15	-1.05%
Guidewire	US40171V1008	4.56	214.44	-1.69%
Red Rock Resorts	US75700L1089	3.30	50.92	+1.01%
ICON PLC	IE0005711209	3.26	187.35	-1.83%
Chart Industries	US16115Q3083	3.08	193.75	-3.64%
Transdigm	US8936411003	2.92	1,361.37	+1.95%
Planet Fitness Inc	US72703H1014	2.85	103.58	-2.64%
Baldwin Insurance	US05589G1022	2.68	40.47	-2.83%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	4.7B	2.10	3.05	10.61
Baron Partners Institutional	4.18B	2.17	8.45	21.87
Baron Emerging Markets Institutiona	3.41B	0.40	-3.48	2.86
Baron Partners Retail	3.34B	2.15	8.17	21.55
Baron Asset Retail	2.23B	5.31	5.33	11.18

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Baron Small Cap I.	35.15	+0.18	+0.51%