Baron Small Cap
767 Fifth Ave 49th FL New York NY 10153
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Phone: 800-442-3814
| Category: | Small Growth | | Fund Family: | Baron Asset | | Net Assets: | 3.60B | | Year-to-Date Return: | -6.38% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-97 |
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Clifford Greenberg
Lead Manager since
30-Sep-97 | | | Greenberg is currently a vice president with BAMCO, Inc. He joined the firm in January of 1997. He was a general partner and portfolio manager at HPB Associates, L.P., an investment partnership from January 1990 until he joined Baron Funds. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of small-sized companies. A small-sized company is defined as having a market value of under $2.5 billion at the time of purchase. The Adviser seeks to purchase securities that the Adviser expects could increase in value 50% within two years. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 1.67 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 111.80% |
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| Expense | BSCFX | Category
Avg | | Total Expense Ratio: | 1.31%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$415 | $702 | | 5 Yr Expense Projection*: |
$718 | $1,111 | | 10 Yr Expense Projection*: |
$1,579 | $2,197 |
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0.65% Nasdaq 
0.27%
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