BCSM ETF

BCSM ETF
$24.02
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Fund Essentials - as of Oct 3, 2026

Net Assets
-
Expense Ratio
0.75%
Dividend Yield (Current)
-
Holdings
56
Inception Date
Dec 12, 2025
Fund Family
Baron Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD-0.09%

Asset Allocation

Stocks: 97.72%
Cash: 2.28%
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Top Holdings

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TickerNameWeight
RBRKRubrik Inc-A4.87%
IOTSamsara Inc3.63%
DTDynatrace Inc3.59%
GWREGuidewire Software Inc2.87%
AXONAxon Enterprise Inc2.77%
Top 10 Concentration: 30.51%Report Date: Oct 3, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

BCSM ETF Overview

BCSM ETF (Baron SMID Cap ETF) is managed by Baron Funds. BCSM expense ratio is 0.75%, holding 56 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2025-12-12.

BCSM performance shows a YTD return of -0.09%..

BCSM top holdings include Rubrik Inc-A (4.9%), Samsara Inc (3.6%), Dynatrace Inc (3.6%), Guidewire Software Inc (2.9%), Axon Enterprise Inc (2.8%). Go to all BCSM holdings, BCSM sectors, or BCSM dividends.

BCSM can be compared against other funds. Use BCSM overlap to find shared positions, or BCSM vs another fund for a side-by-side view. BCSM alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-4.11%
YTD
-0.09%
1 Year
N/A
3 Year
N/A

Top 10 Holdings (30.5% of portfolio)

#TickerNameSectorWeight
1RBRKRubrik Inc-AInformation Technology4.87%
2IOTSamsara IncInformation Technology3.63%
3DTDynatrace IncInformation Technology3.59%
4GWREGuidewire Software IncInformation Technology2.87%
5AXONAxon Enterprise IncInformation Technology2.77%
6TEMTempus PeInformation Technology2.67%
7NTSKNetskope Inc-Cl AUnknown2.61%
8RGENRepligen CorpHealth Care2.60%
9COHRCoherent, IncInformation Technology2.47%
10LOARLoar Holdings IncFinancials2.43%