Nasdaq - Delayed Quote USD
Baron Small Cap Instl (BSFIX)
As of 8:06 AM EDT. Market Open.
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 | 4.52B |
| YTD Return | 14.74% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 29, 2016 |
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) | 1.05% | 1.21% |
| Prospectus Net Expense Ratio | 1.05% | -- |
| Prospectus Gross Expense Ratio | 1.05% | -- |
| 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
Morningstar Style Box
Morningstar Category
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