Baron Small Cap R6 (BSCUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Baron Small Cap R6
New York, NY 10153
767 Fifth Avenue 49th Floor
Baron Investment Funds Trust
Management information
,Lead manager since 29 September 1997
Cliff Capital joined Baron Capital in 1997 as a portfolio manager and was named co-chief investment officer in 2020. He has 40 years of research experience. From 1984 to 1996, he worked at HPB Associates as a securities analyst and fund manager; he was named general partner in 1991. Cliff graduated from Cornell University with a B.A. in Government in 1981 and from Columbia Law School with a J.D. in 1984.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Growth
Fund familyBaron Capital Group, Inc.
Net assets4.61B
YTD return6.06%
Yield0.00%
Morningstar rating★★★★
Inception date28 Jan 2016
Fund operations
Last dividendN/A
Last cap gain46.00
Holdings turnover10.47%
Average for categoryN/A
Fees and expenses
ExpenseBSCUXCategory average
Annual report expense ratio (net)1.05%1.21%
Prospectus net expense ratio1.05%N/A
Prospectus gross expense ratio1.05%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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