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Mutual Funds Weekly Roundup: August 2
Brian Mathews
|
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| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 0.6% | -23.0% | 27.8% | 30.77% |
| 1 Yr | 3.0% | -43.7% | 32.8% | 43.72% |
| 3 Yr | 0.7%* | -54.4% | 23.6% | 43.53% |
| 5 Yr | -3.2%* | -40.4% | 16.5% | 65.83% |
| 10 Yr | 4.0%* | -17.7% | 13.7% | 54.04% |
* Annualized
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 22.6% | -49.8% | 42.9% | 41.78% |
| 2018 | -15.5% | -54.2% | 13.6% | 35.88% |
| 2017 | 11.8% | -73.6% | 36.1% | 60.11% |
| 2016 | -10.1% | -49.0% | 133.1% | 96.60% |
| 2015 | -15.4% | -70.7% | 8.6% | 73.77% |
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 0.6% | -23.0% | 27.8% | 30.77% |
| 1 Yr | 3.0% | -43.7% | 32.8% | 43.72% |
| 3 Yr | 5.2%* | -25.2% | 26.9% | 38.31% |
| 5 Yr | 5.9%* | -20.2% | 20.2% | 27.50% |
| 10 Yr | 10.3%* | -9.2% | 24.1% | 33.23% |
* Annualized
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 22.6% | -49.8% | 42.9% | 41.78% |
| 2018 | -15.5% | -54.2% | 14.5% | 52.38% |
| 2017 | 27.3% | -8.4% | 42.0% | 15.17% |
| 2016 | 10.0% | -16.4% | 133.1% | 46.60% |
| 2015 | -5.0% | -59.6% | 19.3% | 52.45% |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Net Assets | 3.49 B | 3.6 M | 22.5 B | 5.51% |
| Number of Holdings | 73 | 1 | 2011 | 77.80% |
| Net Assets in Top 10 | 982 M | 724 K | 2.09 B | 4.09% |
| Weighting of Top 10 | 32.46% | 6.7% | 100.0% | 13.07% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| Stocks | 95.94% | 85.11% | 103.86% | 69.92% |
| Cash | 4.06% | -4.54% | 15.75% | 27.72% |
| Preferred Stocks | 0.00% | 0.00% | 4.20% | 23.15% |
| Other | 0.00% | -12.73% | 9.10% | 31.02% |
| Convertible Bonds | 0.00% | 0.00% | 0.00% | 13.86% |
| Bonds | 0.00% | 0.00% | 0.07% | 15.91% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| Technology | 26.43% | 2.71% | 75.34% | 37.01% |
| Healthcare | 23.04% | 0.07% | 54.38% | 75.75% |
| Industrials | 21.20% | 1.13% | 34.78% | 13.23% |
| Consumer Cyclical | 9.31% | 0.00% | 29.90% | 48.50% |
| Real Estate | 7.72% | 0.00% | 9.94% | 6.61% |
| Communication Services | 4.86% | 0.00% | 12.66% | 11.97% |
| Financial Services | 3.43% | 0.00% | 22.83% | 89.29% |
| Basic Materials | 2.85% | 0.00% | 9.88% | 30.39% |
| Consumer Defense | 1.16% | 0.00% | 16.20% | 91.65% |
| Utilities | 0.00% | 0.00% | 7.71% | 43.94% |
| Energy | 0.00% | 0.00% | 5.45% | 68.66% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| US | 84.36% | 81.44% | 101.74% | 94.33% |
| Non US | 11.58% | 0.00% | 12.64% | 0.94% |
| BSCFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.31% | 0.06% | 36.03% | 44.70% |
| Management Fee | 1.00% | 0.05% | 1.50% | 86.44% |
| 12b-1 Fee | 0.25% | 0.00% | 1.00% | 33.06% |
| Administrative Fee | N/A | 0.01% | 0.40% | N/A |
| BSCFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 2.50% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | 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 | 13.44% | 9.00% | 474.00% | 0.48% |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 30.30% | 17.17% |
| BSCFX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Quarterly | Annually |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | -0.95% | -2.35% | 1.11% | 78.32% |
| BSCFX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Start Date
Tenure
Tenure Rank
Sep 30, 1997
22.6
22.6%
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.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.04 | 28.76 | 7.98 | 3.17 |
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