Baron Small Cap Instl (BSFIX)
30.83 
0.48(1.53%) May 22
| Prev Close: | 31.31 |
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| YTD Return*: | 12.66% |
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| Net Assets*: | 4.84B |
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| Yield*: | N/A |
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* As of 31-Mar-13
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Headlines
- No Headlines available for BSFIX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| SBAC | 3.71 | 1.58 |
| PENN | 3.44 | 11.16 |
| TDG | 3.15 | 10.80 |
| EQIX | 2.56 | 4.23 |
| IT | 2.52 | 18.38 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 4.84B |
| Category: | Small Growth |
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| Annual Report Expense Ratio (net): | 1.05% |
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Performance & Risk
| YTD Return: | 12.66% |
| 5y Avg Return: | 8.81% |
| Rank in Category (ytd): | 39 |
| % Rank in Category (ytd): | 5.23% |
| Beta (3y): | 1.14 |
| 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 selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition.
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