Baron Small Cap Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 2 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Holdings

The fund invests primarily in U.S. companies. While technically a small-cap fund, it offers investors significant exposure to mid-cap stocks.

Asset Allocation

% Long % Net
Cash 2.22 2.22
Stocks 90.58 90.58
Bonds 0.0 0.0
Other 1.22 1.22
Foreign Bonds 0.0 0.0
Foreign Stocks 5.97 5.97
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
SBA Communications Corp SBAC 13.47 3.6
TransDigm Group Inc TDG 20.09 3.26
Gartner, Inc. Class A IT 1.45 2.75
Gaming and Leisure Properties, Inc. GLPI -5.94 2.24
Acuity Brands Inc AYI 7.83 2.1
Fleetcor Technologies, Inc. FLT 13.38 2.02
Waste Connections, Inc. WCN 12.58 1.93
Berry Plastics Group Inc BERY 9.29 1.83
FEI Company FEIC 3.11 1.81
United Natural Foods, Inc. UNFI -12.43 1.81

See Also:

Top Baron Capital Group Funds