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Baron Small Cap Retail

BSCFX
30.88
+0.21
+0.68%
8/23/2016
5 Years
  • Previous Close

    30.67

  • Net Assets

    1.88B

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.30%

  • Category

    Small Growth

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Baron Capital Group

Fund Style

Open

Fund Manager

Clifford Greenberg

Investment Style

Medium Growth

The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests 80% of its net assets in equity securities in the form of common stock of small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

Purchase Information

Initial Purchase 2,000
Initial Purchase: IRA NA
Initial Purchase: AIP 500

Inception

9/30/1997

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