Nasdaq - Delayed Quote USD
Baron Small Cap Instl (BSFIX)
At close: 8:06 AM EDT
Investment Information
- Min Initial Investment
- 5,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Commonwealth Universe
- Securities America Advisors
- Securities America Inc.
- Kestra Financial
Fund Summary
The fund invests 80% of its net assets in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.
Fund Overview
| Category | Small Growth |
| Fund Family | Baron Capital Group, Inc. |
| Net Assets | 4.52B |
| YTD Return | 14.74% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 29, 2016 |
Performance & Risk
| YTD Return | 14.50% |
| 5y Average Return | 11.83% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
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