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| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 24.1% | 4.1% | 31.2% | 18.69% |
| 1 Yr | -1.9% | -48.7% | 20.3% | 19.10% |
| 3 Yr | 2.2%* | -44.1% | 29.3% | 77.73% |
| 5 Yr | -2.5%* | -29.6% | 18.8% | 68.53% |
| 10 Yr | 7.2%* | -12.2% | 19.1% | 59.81% |
* Annualized
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -15.5% | -54.2% | 21.5% | 34.23% |
| 2017 | 11.8% | -73.6% | 37.0% | 57.41% |
| 2016 | -10.1% | -49.0% | 25.7% | 97.00% |
| 2015 | -15.4% | -70.7% | 14.9% | 72.63% |
| 2014 | -4.3% | -41.2% | 17.3% | 36.94% |
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 24.1% | 4.1% | 31.2% | 18.69% |
| 1 Yr | -1.9% | -48.7% | 21.1% | 39.63% |
| 3 Yr | 14.1%* | -8.8% | 29.3% | 41.33% |
| 5 Yr | 8.0%* | -12.5% | 19.6% | 36.83% |
| 10 Yr | 13.8%* | -3.2% | 30.0% | 33.86% |
* Annualized
| Period | BSCFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -15.5% | -54.2% | 22.2% | 51.55% |
| 2017 | 27.3% | -6.8% | 42.0% | 15.87% |
| 2016 | 10.0% | -15.1% | 32.0% | 45.18% |
| 2015 | -5.0% | -35.5% | 19.3% | 55.39% |
| 2014 | 1.7% | -36.4% | 17.3% | 48.65% |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Net Assets | 4.24 B | 7.34 M | 26.8 B | 6.37% |
| Number of Holdings | 74 | 6 | 2534 | 78.85% |
| Net Assets in Top 10 | 1.23 B | 1.08 M | 5.03 B | 4.11% |
| Weighting of Top 10 | 30.31% | 5.3% | 100.0% | 12.11% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| Stocks | 98.33% | 8.58% | 113.20% | 32.44% |
| Cash | 1.67% | -1.08% | 15.80% | 62.22% |
| Preferred Stocks | 0.00% | 0.00% | 7.91% | 28.75% |
| Other | 0.00% | -11.60% | 6.71% | 35.32% |
| Convertible Bonds | 0.00% | 0.00% | 0.14% | 22.59% |
| Bonds | 0.00% | -28.06% | 80.92% | 21.77% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| Technology | 33.43% | 0.87% | 80.95% | 16.63% |
| Industrials | 18.89% | 0.87% | 32.50% | 22.38% |
| Consumer Cyclical | 15.89% | 0.00% | 35.58% | 21.97% |
| Healthcare | 13.53% | 1.14% | 57.67% | 79.26% |
| Communication Services | 5.75% | 0.00% | 8.20% | 0.62% |
| Basic Materials | 4.90% | 0.00% | 18.58% | 29.98% |
| Real Estate | 2.94% | 0.00% | 14.19% | 36.96% |
| Financial Services | 1.95% | -2.38% | 29.51% | 94.25% |
| Consumer Defense | 0.53% | 0.00% | 11.55% | 96.51% |
| Utilities | 0.00% | 0.00% | 5.58% | 52.57% |
| Energy | 0.00% | 0.00% | 11.50% | 90.35% |
| Weighting | Return Low | Return High | BSCFX % Rank | |
|---|---|---|---|---|
| US | 91.50% | 3.32% | 100.00% | 74.33% |
| Non US | 6.83% | 0.00% | 96.31% | 17.86% |
| BSCFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.30% | 0.06% | 4.84% | 46.41% |
| Management Fee | 1.00% | 0.05% | 1.59% | 88.30% |
| 12b-1 Fee | 0.25% | 0.00% | 1.00% | 33.12% |
| 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% | 5.34% |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.02% | 31.83% |
| BSCFX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Monthly | Annually |
| BSCFX | Category Low | Category High | BSCFX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | -1.05% | -2.81% | 1.79% | 81.31% |
| BSCFX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Sep 30, 1997
21.59
21.6%
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.
Tenure Analysis
Category Low
0.0
Category High
46.53
Category Average
7.7
Category Mode
2.0
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
