Nasdaq - Delayed Quote USD

Baron Small Cap Instl (BSFIX)

34.40 -0.12 (-0.35%)
At close: 8:01 PM EDT

Fund Summary

The fund invests 80% of its net assets in equity securities in the form of common stock of U.S. 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.

Baron Small Cap Instl

New York, NY 10153
767 Fifth Avenue 49th Floor

Fund Overview

Category Small Growth
Fund Family Baron Capital Group, Inc.
Net Assets 5.13B
YTD Return 11.81%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 1997

Fund Operations

Last Dividend --
Last Cap Gain 46.00
Holdings Turnover 10.47%
Average for Category --

Fees & Expenses

Expense BSFIX Category Average
Annual Report Expense Ratio (net) 1.31% 1.21%
Prospectus Net Expense Ratio 1.31% --
Prospectus Gross Expense Ratio 1.31% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Cliff Capital joined Baron Capital in 1997 as a portfolio manager and was named co-chief investment officer in 2020. He has 40 years of research experience. From 1984 to 1996, he worked at HPB Associates as a securities analyst and fund manager; he was named general partner in 1991. Cliff graduated from Cornell University with a B.A. in Government in 1981 and from Columbia Law School with a J.D. in 1984.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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