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Baron Small Cap Retail (BSCFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.70-0.05 (-0.17%)
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Baron Small Cap Retail

Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York, NY 10153
800-992-2766
Management Information
Clifford Greenberg,Lead Manager since September 29, 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.
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.
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.

Fund Overview

CategorySmall Growth
Fund FamilyBaron Capital Group
Net Assets3.53B
YTD Return17.59%
Yield0.00%
Morningstar Rating★★★★
Inception DateSep 29, 1997

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover10.25%
Average for CategoryN/A

Fees & Expenses

ExpenseBSCFXCategory Average
Annual Report Expense Ratio (net)1.32%1.27%
Prospectus Net Expense Ratio1.32%N/A
Prospectus Gross Expense Ratio1.32%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.45%
Max Deferred Sales LoadN/A1.76%
3 Yr Expense Projection418N/A
5 Yr Expense Projection723N/A
10 Yr Expense Projection1,590N/A