Baron Small Cap Fund Institutional Class (BSFIX)

Overview

The fund primarily focuses on investing a significant portion of its assets, specifically 80%, in equity securities. These securities broadly comprise common stock of U.S. small-sized growth companies. BAMCO, Inc., serving as the Adviser, plays a crucial role in guiding the fund's investment strategies and decisions. The definition of small-sized companies, according to BAMCO, hinges on market capitalization. Specifically, these are companies that, at the time of purchase, have market capitalizations either up to the largest market cap stock found in the Russell 2000 Growth Index upon its reconstitution or companies boasting market capitalizations up to $2.5 billion, opting for the larger threshold in each instance. This investment approach aims to capitalize on the growth potential of small-sized enterprises within the United States, offering investors a unique opportunity to diversify their portfolios and potentially enhance returns over the long term.

Products and Services

• Equity Securities Investment

This service constitutes the core offering of the fund, targeting an investment of 80% of its net assets in equity securities. These securities are primarily in the form of common stock belonging to U.S. small-sized growth companies. Through this focus, the fund seeks to provide its investors with the opportunity to partake in the potential growth and profitability of these companies, which are defined based on their market capitalization relative to the Russell 2000 Growth Index or a fixed cap of $2.5 billion, whichever stands larger.