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Baron Small Cap Fund Institutional Class (BSFIX)

US Funds

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31.90 +0.26 +0.83%

24/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.16B

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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	1.17	1.17	0.00
Shares	98.83	98.83	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.33	22.55
Price to Book	3.17	3.25
Price to Sales	2.62	2.22
Price to Cash Flow	17.18	13.31
Dividend Yield	0.35	0.61
5 Years Earnings Growth	13.92	14.00

Sector Allocation

Name	Net %	Category Average
Industrials	29.73	21.10
Technology	22.93	24.16
Consumer Cyclical	18.62	11.02
Financial Services	11.33	9.98
Healthcare	10.52	19.96
Communication Services	5.99	2.21
Basic Materials	0.89	3.27

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 59

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vertiv Holdings Co	US92537N1081	7.01	167.00	-1.09%
Red Rock Resorts	US75700L1089	4.87	58.09	+4.86%
Kinsale Capital	US49714P1084	4.80	385.56	+1.69%
Guidewire	US40171V1008	4.58	214.41	+0.95%
Planet Fitness Inc	US72703H1014	3.17	112.24	+3.07%
ICON PLC	IE0005711209	3.02	173.12	+5.21%
Siteone Landscape Supply	US82982L1035	2.99	134.28	+3.87%
Gartner	US3666511072	2.97	235.62	+2.33%
Kratos Defense&Security	US50077B2079	2.91	75.73	+2.19%
Houlihan Lokey Inc	US4415931009	2.73	175.33	+1.65%

Top Equity Funds by Baron Capital Group, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
Baron Partners Institutional	3.98B	2.97	16.09	22.07
Baron Emerging Markets Institutiona	3.3B	34.28	20.44	6.88
Baron Partners Retail	2.98B	2.75	15.80	21.75
Baron Growth Instl	2.78B	-15.90	0.57	8.54
Baron Asset Retail	1.89B	-1.09	9.49	10.11

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