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| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 30.8% | -9.5% | 35.4% | 19.18% |
| 1 Yr | -3.8% | -51.0% | 14.5% | 19.18% |
| 3 Yr | 2.0%* | -45.1% | 27.9% | 69.03% |
| 5 Yr | -1.7%* | -30.8% | 18.0% | 66.01% |
| 10 Yr | 7.0%* | -11.7% | 17.5% | 55.14% |
* 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 | 30.8% | -9.5% | 35.4% | 19.18% |
| 1 Yr | -3.8% | -51.0% | 18.6% | 34.64% |
| 3 Yr | 13.9%* | -15.3% | 27.9% | 30.75% |
| 5 Yr | 8.8%* | -13.8% | 20.8% | 34.87% |
| 10 Yr | 13.6%* | -4.8% | 28.3% | 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 | 7.34 M | 26.8 B | 6.39% |
| Number of Holdings | 78 | 6 | 2534 | 74.64% |
| Net Assets in Top 10 | 1.26 B | 1.08 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% | 9.32% | 112.56% | 73.81% |
| Cash | 3.58% | -1.08% | 18.36% | 23.09% |
| Preferred Stocks | 0.00% | 0.00% | 7.84% | 21.24% |
| Other | 0.00% | -11.60% | 7.74% | 28.25% |
| Convertible Bonds | 0.00% | 0.00% | 0.15% | 12.16% |
| Bonds | 0.00% | -27.78% | 72.03% | 15.26% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| Technology | 30.26% | 1.04% | 80.95% | 22.68% |
| Industrials | 19.50% | 0.00% | 32.50% | 20.41% |
| Consumer Cyclical | 16.26% | 0.00% | 41.23% | 15.26% |
| Healthcare | 14.47% | 1.15% | 57.67% | 76.08% |
| Basic Materials | 6.10% | 0.00% | 19.48% | 17.11% |
| Real Estate | 5.55% | 0.00% | 14.19% | 14.64% |
| Communication Services | 1.88% | 0.00% | 5.75% | 12.16% |
| Financial Services | 1.29% | -2.38% | 29.51% | 97.94% |
| Consumer Defense | 0.52% | 0.00% | 13.11% | 96.70% |
| Utilities | 0.00% | 0.00% | 5.58% | 47.42% |
| Energy | 0.00% | 0.00% | 10.57% | 90.93% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| US | 88.96% | 3.32% | 100.00% | 82.06% |
| Non US | 7.46% | 0.00% | 96.31% | 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% | 88.25% |
| 12b-1 Fee | 0.25% | 0.00% | 1.00% | 29.39% |
| 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% | 818.00% | 4.74% |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.02% | 23.92% |
| 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 | Semi-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
1.33
Category High
8.66
Category Average
3.27
Category Mode
1.33
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
