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Baron Small Cap Fund Institutional Class (BSFIX)

US Funds

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32.63 -0.12 -0.37%

07/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.5B

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BSFIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Baron Small Cap Instl (BSFIX) fund. Our Baron Small Cap Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.73	0.73	0.00
Shares	99.27	99.27	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	28.17	22.70
Price to Book	3.45	3.20
Price to Sales	2.70	2.15
Price to Cash Flow	16.30	12.59
Dividend Yield	0.35	0.63
5 Years Earnings Growth	12.13	14.01

Sector Allocation

Name	Net %	Category Average
Industrials	29.70	20.54
Technology	25.34	24.26
Consumer Cyclical	17.69	11.14
Financial Services	11.37	10.08
Healthcare	8.99	19.93
Communication Services	6.10	2.19
Basic Materials	0.82	3.24

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 55

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vertiv Holdings Co	US92537N1081	7.25	139.93	+0.39%
Guidewire	US40171V1008	5.17	213.27	-1.91%
Kinsale Capital	US49714P1084	5.16	438.87	-0.26%
Gartner	US3666511072	4.31	229.00	-0.30%
Red Rock Resorts	US75700L1089	4.05	56.29	-0.53%
Baldwin Insurance	US05589G1022	3.22	32.27	+5.05%
Planet Fitness Inc	US72703H1014	3.15	106.70	+1.25%
Transdigm	US8936411003	3.05	1,389.77	-2.76%
Kratos Defense&Security	US50077B2079	2.92	63.88	+8.12%
Siteone Landscape Supply	US82982L1035	2.66	132.30	-1.22%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Growth Instl	3.87B	-6.83	3.60	8.99
Baron Emerging Markets Institutiona	3.81B	17.79	9.82	5.05
Baron Partners Institutional	3.77B	-6.00	8.60	19.67
Baron Partners Retail	2.92B	-6.14	8.32	19.35
Baron Asset Retail	2.09B	3.67	9.97	10.05

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