Baron Small Cap Fund

Scorecard
3 / 5 Stars
Lipper
5 5 4 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

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 2.24 2.24
Stocks 92.49 92.49
Bonds 0.0 0.0
Other 1.28 1.28
Foreign Bonds 0.0 0.0
Foreign Stocks 3.99 3.99
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
SBA Communications Corp SBAC 5.94 3.45
TransDigm Group Inc TDG 11.15 2.75
Gartner, Inc. Class A IT -2.18 2.73
Gaming and Leisure Properties, Inc. GLPI -2.01 2.6
Liberty Media Corporation Class A LMCA -7.6 2.13
Fleetcor Technologies, Inc. FLT 8.71 2.0
Financial Engines, Inc. FNGN -19.34 1.96
ACI Worldwide, Inc. ACIW -7.0 1.94
United Natural Foods, Inc. UNFI -4.93 1.87
Waste Connections, Inc. WCN -0.97 1.86

See Also:

Top Baron Capital Group Funds