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    Baron Small Cap Instl (BSFIX)

    33.51 Up 0.13(0.39%) Dec 19

    Profile as of Nov 29, 2014Get Profile for:
    Baron Small Cap Instl
    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:5.41B
    Year-to-Date Return:2.02%
    Morningstar Rating:4 stars
    Fund Inception Date:May 29, 2009
    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:1,000,000
    Min Initial Investment, IRA:1,000,000
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:0
    Min Subsequent Investment, IRA:0
    Min Subsequent Investment, AIP:N/A
    BSFIX can be purchased from 53 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 with market capitalizations of less than $2.5 billion at the time of purchase selected for their capital appreciation potential. The Adviser seeks to invest in businesses it believes have significant opportunities for growth, sustainable competitive advantages, strong, visionary management, and an attractive valuation.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 1, 2014) : 0.00
    Annual Holdings Turnover (Dec 18, 2014) : 16.00%
    Average for Category:65.71%
    Fees & Expenses 
    ExpenseBSFIXCategory Avg
    Annual Report Expense Ratio (net):1.05%1.38%
    Prospectus Net Expense Ratio:1.05%N/A
    Prospectus Gross Expense Ratio:1.05%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.47%
    Max Deferred Sales Load: N/A2.16%
    3 Yr Expense Projection*:334587
    5 Yr Expense Projection*:579952
    10 Yr Expense Projection*:1,2831,962
    * Per $10,000 invested