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, Information Technology, Consumer Discretionary. Inception date: 2009-05-29.

BSFIX performance shows a YTD return of 3.36%. The 1-year return is 2.61% and the 5-year return is 7.58%. BSFIX dividend yield stands at 8.28%, paid annually.

BSFIX top holdings include Vertiv Holding Corp (7.9%), Red Rock Resorts, Inc. Class A (5.0%), Siteone Landscape Supply Inc (4.8%), Kinsale Capital Group (4.7%), Guidewire Software Inc (4.2%). View all BSFIX holdings, sector breakdown, or dividend history.

BSFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BSFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.