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| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 26.1% | -20.4% | 36.7% | 23.51% |
| 1 Yr | -10.4% | -64.6% | 11.0% | 22.96% |
| 3 Yr | -0.6%* | -46.2% | 31.2% | 75.92% |
| 5 Yr | -2.3%* | -35.0% | 17.7% | 67.40% |
| 10 Yr | 5.2%* | -17.1% | 16.6% | 55.56% |
* Annualized
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -15.5% | -67.3% | 13.6% | 34.48% |
| 2017 | 11.8% | -73.6% | 36.1% | 60.73% |
| 2016 | -10.1% | -54.1% | 133.1% | 95.71% |
| 2015 | -15.4% | -70.7% | 8.6% | 75.32% |
| 2014 | -4.3% | -43.5% | 76.2% | 40.27% |
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 26.1% | -20.4% | 36.7% | 23.51% |
| 1 Yr | -10.4% | -64.4% | 11.0% | 41.43% |
| 3 Yr | 11.0%* | -28.0% | 31.2% | 31.21% |
| 5 Yr | 8.2%* | -19.3% | 20.0% | 36.56% |
| 10 Yr | 11.7%* | -7.9% | 27.3% | 29.84% |
* Annualized
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -15.5% | -67.1% | 14.5% | 51.90% |
| 2017 | 27.3% | -5.9% | 42.0% | 16.09% |
| 2016 | 10.0% | -16.4% | 133.1% | 47.14% |
| 2015 | -5.0% | -59.6% | 19.3% | 54.08% |
| 2014 | 1.7% | -43.5% | 76.2% | 47.60% |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Net Assets | 3.98 B | 5.45 M | 24.2 B | 7.57% |
| Number of Holdings | 78 | 27 | 2023 | 75.20% |
| Net Assets in Top 10 | 1.26 B | 1.03 M | 2.54 B | 3.38% |
| Weighting of Top 10 | 30.10% | 5.3% | 64.8% | 11.27% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| Stocks | 96.42% | 86.31% | 101.12% | 68.76% |
| Cash | 3.58% | -2.03% | 22.16% | 27.86% |
| Preferred Stocks | 0.00% | 0.00% | 2.30% | 29.15% |
| Other | 0.00% | -19.18% | 7.78% | 34.30% |
| Convertible Bonds | 0.00% | 0.00% | 0.02% | 20.61% |
| Bonds | 0.00% | 0.00% | 3.89% | 23.67% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| Technology | 30.26% | 2.71% | 74.36% | 18.36% |
| Industrials | 19.50% | 1.78% | 34.57% | 23.83% |
| Consumer Cyclical | 16.26% | 0.00% | 29.01% | 14.49% |
| Healthcare | 14.47% | 1.47% | 43.61% | 81.16% |
| Basic Materials | 6.10% | 0.00% | 12.23% | 18.52% |
| Real Estate | 5.55% | 0.00% | 11.42% | 14.01% |
| Communication Services | 1.88% | 0.00% | 4.60% | 10.14% |
| Financial Services | 1.29% | -0.71% | 25.12% | 97.26% |
| Consumer Defense | 0.52% | 0.00% | 14.51% | 96.30% |
| Utilities | 0.00% | 0.00% | 7.40% | 51.69% |
| Energy | 0.00% | 0.00% | 10.44% | 88.24% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| US | 88.96% | 81.71% | 101.12% | 91.14% |
| Non US | 7.46% | 0.00% | 15.55% | 6.60% |
| BSCFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.30% | 0.06% | 5.19% | 45.61% |
| Management Fee | 1.00% | 0.05% | 1.59% | 87.12% |
| 12b-1 Fee | 0.25% | 0.00% | 1.00% | 36.81% |
| 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% | 5.00% | 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 | 14.19% | 3.05% | 629.00% | 2.58% |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.92% | 28.99% |
| 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% | -2.40% | 0.96% | 80.60% |
| BSCFX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Sep 30, 1997
21.93
21.9%
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
0.08
Category High
28.09
Category Average
7.41
Category Mode
2.5
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
