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Baron Small Cap (BSCFX)On Nov 6: 18.04  Down 0.01 (0.06%)  
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Profile  As of 30-Sep-09Get Profile for:
Baron Small Cap
767 Fifth Ave 49th FL New York NY 10153
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Phone: 800-442-3814
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FUND OVERVIEW 
Category:Small Growth
Fund Family:Baron Capital Group
Net Assets:2.63B
Year-to-Date Return:26.13%
Yield:0.00%
Morningstar Rating:4 stars
Fund Inception Date:30-Sep-97
MORNINGSTAR STYLE BOX 
Small Growth
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Clifford Greenberg
Lead Manager since 30-Sep-97
Greenberg is currently a vice president with BAMCO, Inc. He joined the firm in January of 1997. He was a general partner and portfolio manager at HPB Associates, L.P., an investment partnership from January 1990 until he joined Baron Funds.
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 14 brokerages.
FUND SUMMARY 
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of small-sized companies. A small-sized company is defined as having a market value of under $2.5 billion at the time of purchase. The Adviser seeks to purchase securities that the Adviser expects could increase in value 50% within two years.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (28-May-09): 0.00
Annual Holdings Turnover 42.00%
Average for Category: 120.37%
FEES & EXPENSES 
ExpenseBSCFXCategory
Avg
Total Expense Ratio:1.32% 1.60%
Max 12b1 Fee:0.25% N/A
Max Front End Sales Load:% 5.37%
Max Deferred Sales Load:% 2.61%
3 Yr Expense Projection*: $ 418$675
5 Yr Expense Projection*: $ 723$1,071
10 Yr Expense Projection*: $ 1,590$2,161
* Per $10,000 invested


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