Baron Small Cap Fund (BSCFX) Research

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.

Market snapshot

Symbol
BSCFX
Price
$26.84
Day change
+1.94%
Market cap
$3.5B
52-week range
24.36-31.22
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Baron Asset Fund (BARIX)
  • Baron Growth Fund (BGRFX)
  • Allspring Special Small Cap Value Fund (ESPRX)
  • Janus Henderson Contrarian Fund (JCNIX)
  • Touchstone Large Cap Focused Fund (SENCX)
  • Schwab Fundamental International Large Company Index Fund (SFNNX)
  • Allspring Growth Fund (SGRKX)
  • T. Rowe Price Spectrum Moderate Growth Allocation Fund (TRSGX)

Open Baron Small Cap Fund (BSCFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.