- What does BSCFX invest in?
- This fund primarily allocates a substantial 80% of its net assets toward equity holdings, specifically common stock, in small, growth-focused U.S. companies. BAMCO, Inc., the fund's adviser, determines a company to be "small-sized" if, at the point of purchase, its market capitalization does not exceed the greater of two thresholds: either the market capitalization of the largest stock included in the Russell 2000 Growth Index when it undergoes its periodic rebalancing, or a maximum value of $2.5 billion.
- What is the expense ratio of BSCFX?
- Baron Small Cap Fund (BSCFX) charges an expense ratio of 1.32%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BSCFX?
- Baron Small Cap Fund (BSCFX) manages $3.57B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is BSCFX actively managed or an index fund?
- BSCFX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BSCFX's is 1.32%) in exchange for the discretion to over- or under-weight positions.
- When was BSCFX launched?
- Baron Small Cap Fund (BSCFX) launched in September 1997 and is managed by Baron.
- How has BSCFX performed?
- BSCFX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
