BSCUX Mutual Fund

BSCUX Mutual Fund

NAV$30.27
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Fund Essentials - as of Sep 30, 2026

Net Assets
-
Expense Ratio
1.06%
Dividend Yield (Current)
-
Holdings
51
Inception Date
Jan 29, 2016
Fund Family
Baron Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+1.47%
1 Year+1.96%
3 Year+11.77%
5 Year-0.31%
10 Year+10.62%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
VRTVertiv Holdings Co6.12%
KNSLKinsale Capital Group Inc4.30%
GWREGuidewire Software Inc4.22%
RRRRed Rock Resorts, Inc. Class A4.14%
TDGTransdigm Group Inc.3.21%
Top 10 Concentration: 36.22%Report Date: Sep 30, 2026
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Dividend Summary

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Latest Distribution
$4.72
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BSCUX Mutual Fund Overview

BSCUX Mutual Fund (Baron Small Cap Fund R6 Shares) is managed by Baron Funds. BSCUX expense ratio is 1.06%, holding 51 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2016-01-29.

BSCUX performance shows a YTD return of 1.47%. The 1-year return is 1.96% and the 5-year return is -0.31%.

BSCUX top holdings include Vertiv Holdings Co (6.1%), Kinsale Capital Group Inc (4.3%), Guidewire Software Inc (4.2%), Red Rock Resorts, Inc. Class A (4.1%), Transdigm Group Inc. (3.2%). Go to all BSCUX holdings, BSCUX sectors, or BSCUX dividends.

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