BCSM ETF

BCSM ETF
$26.10
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Fund Essentials - as of Jul 27, 2026

Net Assets
-
Expense Ratio
0.75%
Dividend Yield (Current)
-
Holdings
58
Inception Date
Dec 12, 2025
Fund Family
Baron Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD-0.91%

Asset Allocation

Stocks: 93.87%
Cash: 6.18%
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Top Holdings

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TickerNameWeight
-HKD/USD Cfwd2026617 6/17/20266.18%
AXONAxon Enterprise Inc4.13%
IOTSamsara Inc, Class A3.19%
RBRKRubrik, Inc., Class A3.14%
LOARLoar Holdings Inc2.89%
Top 10 Concentration: 32.17%Report Date: Jul 27, 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 58 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2025-12-12.

BCSM performance shows a YTD return of -0.91%..

BCSM top holdings include HKD/USD Cfwd2026617 6/17/2026 (6.2%), Axon Enterprise Inc (4.1%), Samsara Inc, Class A (3.2%), Rubrik, Inc., Class A (3.1%), Loar Holdings Inc (2.9%). 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
-3.67%
YTD
-0.91%
1 Year
N/A
3 Year
N/A

Top 10 Holdings (32.2% of portfolio)

#TickerNameSectorWeight
1-HKD/USD Cfwd2026617 6/17/2026Other6.18%
2AXONAxon Enterprise IncInformation Technology4.13%
3IOTSamsara Inc, Class AInformation Technology3.19%
4RBRKRubrik, Inc., Class AInformation Technology3.14%
5LOARLoar Holdings IncFinancials2.89%
6GWREGuidewire Software IncInformation Technology2.88%
7DTDynatrace IncInformation Technology2.71%
8FWONALiberty Formula One Group ACommunication Services2.53%
9LLYVKLiberty Live Holdings CUnknown2.29%
10ARGX:ASArgenx Se Sponsored Adr (1 Ads : 1 Ordinary)Health Care2.23%