• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.25% Nasdaq Up0.65%

    Baron Small Cap Retail (BSCFX)

    28.65 Up 0.28(0.99%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    Baron Small Cap Retail
    Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
    Phone: 800-992-2766
    Fund Overview 
    Category:Small Growth
    Fund Family:Baron Capital Group
    Net Assets:3.56B
    Year-to-Date Return:-0.67%
    Morningstar Rating:3 stars
    Fund Inception Date:Sep 30, 1997
    Morningstar Style Box 
    Small Growth
    [View Category Definition]
    View Top Small Growth Funds
    About the Morningstar Style Box
    Management Information 
    Clifford Greenberg
    Lead Manager since Sep 30, 1997
    Greenberg is currently a senior vice president. He joined Baron in 1997 as a portfolio manager having research experience. From 1984 to 1996, Cliff worked at HPB Associates, as a securities analyst, fund manager and was named general partner in 1991. Cliff graduated from Cornell University with a B.A. in 1981 and from Columbia Law School with a J.D. in 1984.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:2,000
    Min Initial Investment, AIP:500
    Min Subsequent Investment:0
    Min Subsequent Investment, IRA:0
    Min Subsequent Investment, AIP:50
    BSCFX can be purchased from 139 brokerages.

    Fund Summary 
    The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests 80% of its net assets in equity securities in the form of common stock of 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.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 2, 2015) : 0.00
    Annual Holdings Turnover (May 25, 2016) : 14.66%
    Average for Category:65.17%
    Fees & Expenses 
    ExpenseBSCFXCategory Avg
    Annual Report Expense Ratio (net):1.30%1.30%
    Prospectus Net Expense Ratio:1.30%N/A
    Prospectus Gross Expense Ratio:1.30%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.46%
    Max Deferred Sales Load: N/A1.96%
    3 Yr Expense Projection*:412540
    5 Yr Expense Projection*:713873
    10 Yr Expense Projection*:1,5681,800
    * Per $10,000 invested