BCSM ETF

BCSM ETF
$24.39
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Fund Essentials - as of Sep 18, 2026

Net Assets
-
Expense Ratio
0.75%
Dividend Yield (Current)
-
Holdings
56
Inception Date
Dec 12, 2025
Fund Family
Baron Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+4.20%

Asset Allocation

Stocks: 97.36%
Cash: 2.64%
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Top Holdings

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TickerNameWeight
RBRKRubrik Inc-A3.78%
IOTSamsara Inc3.55%
AXONAxon Enterprise Inc3.40%
DTDynatrace Inc3.06%
TEMTempus Pe2.89%
Top 10 Concentration: 29.71%Report Date: Sep 18, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

BCSM ETF Overview

BCSM ETF (Baron SMID Cap ETF) is managed by Baron Funds. BCSM expense ratio is 0.75%, holding 56 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2025-12-12.

BCSM performance shows a YTD return of 4.20%..

BCSM top holdings include Rubrik Inc-A (3.8%), Samsara Inc (3.5%), Axon Enterprise Inc (3.4%), Dynatrace Inc (3.1%), Tempus Pe (2.9%). Go to all BCSM holdings, BCSM sectors, or BCSM dividends.

BCSM can be compared against other funds. Use BCSM overlap to find shared positions, or BCSM vs another fund for a side-by-side view. BCSM alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+5.15%
YTD
+4.20%
1 Year
N/A
3 Year
N/A

Top 10 Holdings (29.7% of portfolio)

#TickerNameSectorWeight
1RBRKRubrik Inc-AInformation Technology3.78%
2IOTSamsara IncInformation Technology3.55%
3AXONAxon Enterprise IncInformation Technology3.40%
4DTDynatrace IncInformation Technology3.06%
5TEMTempus PeInformation Technology2.89%
6GWREGuidewire Software IncInformation Technology2.83%
7LOARLoar Holdings IncFinancials2.67%
8-Cash And Foreign CurrencyOther2.64%
9ARGX:ASArgenx Se Sponsored Adr (1 Ads : 1 Ordinary)Health Care2.47%
10RGENRepligen CorpHealth Care2.42%