BSCFX Mutual Fund

BSCFX Mutual Fund

NAV$26.59
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
1.32%
Dividend Yield (Current)
-
Holdings
55
Inception Date
Sep 30, 1997
Fund Family
Baron Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD-4.78%
1 Year-6.04%
3 Year+7.73%
5 Year+0.33%
10 Year+10.28%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
VRTVertiv Holdings Co7.64%
RRRRed Rock Resorts, Inc. Class A5.08%
KNSLKinsale Capital Group Inc4.05%
SITESiteone Landscape3.69%
JBTMJbt Marel Corp3.36%
Top 10 Concentration: 38.48%Report Date: Jun 30, 2026
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Dividend Summary

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Latest Distribution
$4.72
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BSCFX Mutual Fund Overview

BSCFX Mutual Fund (Baron Small Cap Fund Retail Class) is managed by Baron Funds. BSCFX expense ratio is 1.32%, holding 55 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 1997-09-30.

BSCFX performance shows a YTD return of -4.78%. The 1-year return is -6.04% and the 5-year return is 0.33%.

BSCFX top holdings include Vertiv Holdings Co (7.6%), Red Rock Resorts, Inc. Class A (5.1%), Kinsale Capital Group Inc (4.0%), Siteone Landscape (3.7%), Jbt Marel Corp (3.4%). Go to all BSCFX holdings, BSCFX sectors, or BSCFX dividends.

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