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Baron Small Cap Retail (BSCFX) Fund Ranking and Research

Ranking, Research and Recommendation of Baron Small Cap Retail (BSCFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Baron Small Cap Retail Fund (BSCFX) ManagerFund Manager - Clifford Greenberg

Fund Manager Information

Fund Manager Tenure: 20.1 years
Fund Family: Baron Capital Group
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
Honorable Mentioning: Kiplinger (2011),
Greenberg is currently a vice president with BAMCO, Inc. He joined the firm in January of 1997. He was a general partner and portfolio manager at HPB Associates, L.P., and an investment partnership from January 1990 until he joined Baron Funds.  Get more insights on Clifford Greenberg

 

Graph of Baron Small Cap Retail Fund (BSCFX) ProfileBaron Small Cap Retail Fund (BSCFX) Profile

Fund Profile and Description

Baron Small Cap Retail Fund seeks capital appreciation. Baron Small Cap Retail Fund normally invests at least 80% of assets in equity securities of small-sized growth companies. A small-sized company is defined as having a market value of under $2.5 billion at the time of purchase. The Advisor seeks to purchase securities that the Adviser expects could increase in value 50% within two years.

 

Baron Small Cap Retail (BSCFX) Fund Strength What we like about Baron Small Cap Retail (BSCFX) Fund

Data for Baron Small Cap Retail Fund (BSCFX) as of May 30, 2016

  • Baron Small Cap Retail Fund (BSCFX) management has been with Baron Small Cap Retail Fund for 20.1 years
  • Baron Small Cap Retail Fund (BSCFX) has good short-term performance (1-year return -7.44% vs -7.74% Small Growth category median performance)
  • Baron Small Cap Retail Fund (BSCFX) ratio of up-years vs down years is greater than 2
  • Baron Small Cap Retail Fund (BSCFX) has an annual stock turnover rate of 14.66% vs Small Growth average of 63.11%. It is good that Baron Small Cap Retail management does not trade extensively for its return.
  • Baron Small Cap Retail Fund (BSCFX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.03, lower than category average of 15.82
  • Baron Small Cap Retail Fund (BSCFX) has a lower expense ratio than its Small Growth average: 1.30% vs 1.31%

Baron Small Cap Retail Fund (BSCFX) Weakness What we are cautious about Baron Small Cap Retail (BSCFX) Fund

Data for Baron Small Cap Retail Fund (BSCFX) as of May 30, 2016

  • Baron Small Cap Retail Fund (BSCFX) has a less-than-ideal mid-term performance (3-year return 5.45% vs 6.86% Small Growth category median performance)
  • Baron Small Cap Retail Fund (BSCFX) has a less-than-ideal Long-term performance (5-year return 6.88% vs 7.01% Small Growth category median performance)
  • Baron Small Cap Retail Fund (BSCFX) has a Morningstar rating of 3 and below
  • Baron Small Cap Retail Fund (BSCFX) is less safe compared to its Small Growth peers
  • Baron Small Cap Retail Fund (BSCFX) does not have a good risk adjusted return as its 3-year Alpha of -5.58 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.44
  • Even though Baron Small Cap Retail Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Baron Small Cap Retail Fund (BSCFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Baron Small Cap Retail Fund (BSCFX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Baron Small Cap Retail1.70-7.445.456.88
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Baron Small Cap Retail Fund (BSCFX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Baron Small Cap Retail Fund (BSCFX) Net Asset TrackingBaron Small Cap Retail (BSCFX) Fund Net Asset

Track net asset change of Baron Small Cap Retail fund (BSCFX)

DateNet Asset
05/2016$3.62B
03/2016$3.46B
02/2016$3.46B
More historic net asset information on Baron Small Cap Retail Fund (BSCFX)

  

Graph of Baron Small Cap Retail Fund (BSCFX) Portfolio TrackingBaron Small Cap Retail (BSCFX) Fund Portfolio Allocation

Track portfolio allocation change of Baron Small Cap Retail fund (BSCFX)

DateCashStockBondOther
03/20160.61%98.14%0%1.25%
12/20151.72%97.03%0%1.25%
09/20153.08%96.02%0%0.9%
Click here to see more historic asset allocation information on Baron Small Cap Retail Fund (BSCFX)

 

graph of Baron Small Cap Retail Fund (BSCFX) Top 10 Position TrackingTop 10 Holdings in Baron Small Cap Retail (BSCFX) Fund

Discover what Baron Small Cap Retail Fund (BSCFX) manager is buying

Mar 30, 2016
Gartner, Inc. Common Stock [4.89%]
Transdigm Group Incorporated Tr [4.33%]
Bright Horizons Family Solution [4.09%]
Waste Connections, Inc. Common [3.9%]
Acuity Brands Inc (Holding Comp [3.67%]
The Ultimate Software Group, In [3.53%]
SBA Communications Corporation [3.37%]
IDEXX Laboratories, Inc. [2.86%]
Guidewire Software, Inc. Common [2.45%]
Gaming and Leisure Properties, [2.39%]

Dec 30, 2015
Gartner, Inc. Common Stock [4.35%]
Transdigm Group Incorporated Tr [4.21%]
Acuity Brands Inc (Holding Comp [4.17%]
Bright Horizons Family Solution [3.78%]
SBA Communications Corporation [3.23%]
The Ultimate Software Group, In [3.12%]
Waste Connections, Inc. Common [2.98%]
On Assignment, Inc. Common Stoc [2.49%]
IDEXX Laboratories, Inc. [2.33%]
Guidewire Software, Inc. Common [2.22%]

Sep 29, 2015
Transdigm Group Incorporated Tr [4%]
Gartner, Inc. Common Stock [3.72%]
SBA Communications Corporation [3.37%]
Bright Horizons Family Solution [3.35%]
Acuity Brands Inc (Holding Comp [3.21%]
The Ultimate Software Group, In [2.78%]
Waste Connections, Inc. Common [2.42%]
DexCom, Inc. [2.38%]
FleetCor Technologies, Inc. Com [2.29%]
IDEXX Laboratories, Inc. [2.21%]
Click here for Stock Holding Change Map in Baron Small Cap Retail Fund (BSCFX)

  

Latest News on Baron Small Cap Retail (BSCFX) Fund

See what is happening with Baron Small Cap Retail Fund (BSCFX)

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Baron Small Cap Retail Fund (BSCFX) Related ResourcesSee more information on Baron Small Cap Retail (BSCFX) Fund

Popular pages on Baron Small Cap Retail (BSCFX) Fund

  

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