BSCFX Rating, Research - Baron Small Cap Retail

Baron Small Cap Retail (bscfx)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

BUY

SWOT Statistics

Strengths + Opportunities = 38

Threats + Weaknesses = 10

When strengths & opportunities substantially exceed threats & weaknesses an investment in the bscfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Baron Small Cap Retail (BSCFX) Description: BSCFX is a mutual fund, which is an investment that owns a basket of assets. The BSCFX mutual fund was provided by Baron and this investment vehicle derives the majority of its value from equity holdings (stocks). Barons mutual fund has a long management tenure and is in the large fund size classification. BSCFXs minimum initial investment amount is $2000 while the IRA minimum is $2000. BSCFXs expense ratio is roughly 1%. The latest BSCFXs front end load was 0% and the back end load was 0%. The Baron Small Cap Retail (BSCFX) mutual fund falls under the small growth category. BSCFX focuses its investments in USA and BSCFX is not affiliated with a particular industry or fund sector. The Baron Small Cap Retail (BSCFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BSCFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BSCFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of total assets in equity securities (see equity research) of companies that have market capitalizations in the range of companies in the Russell 2000 Index at the time of purchase. It invests in equity securities (see equity research), including common stocks (see stock research) and convertible securities, of companies that the Advisor believes are attractively valued and have the potential for long-term growth. The fund may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments.


Management Analysis Update

Baron Small Cap Retail has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update