Dow Down 0.15% Nasdaq Down 0.30%

Baron Small Cap Instl (BSFIX)

34.44 Up 0.01(0.03%) Sep 29
Prev Close:34.44
YTD Return*:1.08%
Net Assets*:5.54B
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
SBAC3.5822.96
IT2.786.01
TDG2.7832.37
FLT2.1923.05
WCN2.1315.51

Fund Basics

Morningstar Overall Rating:
Total Assets:5.54B
Category:Small Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:1.08%
5y Avg Return:17.86%
Rank in Category (ytd):36
% Rank in Category (ytd):4.88%
Beta (3y):1.23
Morningstar Risk Rating:2

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. View More
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