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| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 29.2% | -5.5% | 46.2% | 23.09% |
| 1 Yr | -5.6% | -48.3% | 15.8% | 20.62% |
| 3 Yr | 1.5%* | -44.7% | 29.4% | 70.97% |
| 5 Yr | -2.1%* | -30.3% | 20.0% | 66.23% |
| 10 Yr | 6.7%* | -12.2% | 18.2% | 56.70% |
* Annualized
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -15.5% | -54.2% | 21.5% | 33.95% |
| 2017 | 11.8% | -73.6% | 37.0% | 57.23% |
| 2016 | -10.1% | -49.0% | 25.7% | 96.99% |
| 2015 | -15.4% | -70.7% | 14.9% | 72.51% |
| 2014 | -4.3% | -41.2% | 17.3% | 36.94% |
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 30.3% | -5.5% | 46.2% | 20.41% |
| 1 Yr | -4.8% | -48.3% | 16.3% | 35.05% |
| 3 Yr | 13.7%* | -14.2% | 29.4% | 31.18% |
| 5 Yr | 8.6%* | -13.6% | 20.7% | 34.65% |
| 10 Yr | 13.4%* | -4.4% | 29.1% | 30.53% |
* Annualized
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -15.5% | -54.2% | 22.2% | 51.35% |
| 2017 | 27.3% | -6.8% | 42.0% | 15.51% |
| 2016 | 10.0% | -15.1% | 32.0% | 45.38% |
| 2015 | -5.0% | -35.5% | 19.3% | 55.19% |
| 2014 | 1.7% | -36.4% | 17.3% | 48.65% |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Net Assets | 4.17 B | 7.25 M | 27.6 B | 6.39% |
| Number of Holdings | 78 | 6 | 2531 | 76.08% |
| Net Assets in Top 10 | 1.26 B | 1.19 M | 5.19 B | 4.12% |
| Weighting of Top 10 | 30.10% | 5.3% | 100.0% | 12.99% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| Stocks | 96.42% | 8.59% | 103.18% | 71.75% |
| Cash | 3.58% | -2.63% | 43.96% | 25.36% |
| Preferred Stocks | 0.00% | 0.00% | 7.55% | 16.49% |
| Other | 0.00% | -14.19% | 9.65% | 21.03% |
| Convertible Bonds | 0.00% | 0.00% | 0.09% | 6.60% |
| Bonds | 0.00% | -27.04% | 47.30% | 8.45% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| Technology | 30.26% | 0.92% | 74.36% | 19.59% |
| Industrials | 19.50% | 0.00% | 32.50% | 21.44% |
| Consumer Cyclical | 16.26% | 0.00% | 41.23% | 13.40% |
| Healthcare | 14.47% | 1.12% | 57.67% | 76.49% |
| Basic Materials | 6.10% | 0.00% | 13.28% | 17.94% |
| Real Estate | 5.55% | 0.00% | 14.19% | 14.64% |
| Communication Services | 1.88% | 0.00% | 4.99% | 11.75% |
| Financial Services | 1.29% | -0.71% | 30.62% | 97.94% |
| Consumer Defense | 0.52% | 0.00% | 13.11% | 96.29% |
| Utilities | 0.00% | 0.00% | 5.58% | 45.15% |
| Energy | 0.00% | 0.00% | 8.96% | 89.69% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| US | 88.96% | 5.64% | 100.00% | 83.71% |
| Non US | 7.46% | 0.00% | 84.72% | 15.67% |
| BSCFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.30% | 0.06% | 4.84% | 45.98% |
| Management Fee | 1.00% | 0.05% | 1.59% | 88.04% |
| 12b-1 Fee | 0.25% | 0.00% | 1.00% | 27.16% |
| Administrative Fee | N/A | 0.00% | 0.40% | N/A |
| BSCFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.00% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.50% | N/A |
| BSCFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| BSCFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 14.19% | 3.00% | 629.00% | 4.74% |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.01% | 17.94% |
| BSCFX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Annually | Annually |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | -1.05% | -2.81% | 1.79% | 81.86% |
| BSCFX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Sep 30, 1997
21.76
21.8%
Greenberg is currently a senior vice president. He joined Baron in 1997 as a portfolio manager having research experience. From 1984 to 1996, Cliff worked at HPB Associates, as a securities analyst, fund manager and was named general partner in 1991. Cliff graduated from Cornell University with a B.A. in 1981 and from Columbia Law School with a J.D. in 1984.
Tenure Analysis
Category Low
0.0
Category High
46.69
Category Average
7.83
Category Mode
1.33
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
