BSFIX Mutual Fund

BSFIX Mutual Fund (Baron Small Cap Fund Inst Shs) is managed by Baron Funds with $2.44B in net assets. BSFIX expense ratio is 1.06%, holding 53 positions across sectors including Industrials, Consumer Discretionary, Information Technology. Inception date: 2009-05-29.

BSFIX performance shows a YTD return of 0.78%. The 1-year return is -1.97% and the 5-year return is 0.79%. BSFIX dividend yield stands at 8.58%, paid annually.

BSFIX top holdings include Vertiv Holdings Co (7.6%), Red Rock Resorts, Inc. Class A (5.1%), Kinsale Capital Group Inc (4.0%), Siteone Landscape Supply, Inc. (3.7%), Jbt Marel Corp (3.4%). Go to all BSFIX holdings, BSFIX sectors, or BSFIX dividends.

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