BCSMBaron SMID Cap ETF
Seeks capital appreciation.
By Baron Capital Group, Inc. · Launched 2025
Annual Cost
0.75%
#3,925 of 5,861 · average
Fund Size
$33M
#4,065 of 5,861 · small
Return (1Y)Goal
N/A
Track Record
8 months
#4,993 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,885-1.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Smid
Strategy
Active selection
Factor
Growth
Index tracked
Russell Midcap Growth Index
What it actually holds
By weightConcentration
Top 10 holdings = 29.5% of fund✓ well diversified
Samsara Inc
3.7%
Dynatrace Inc
3.7%
Guidewire Software Inc
3.2%
Liberty Live Holdings Inc
3.1%
Coherent Corp
2.7%
Liberty Media Corp-Liberty Formula One
2.7%
Booz Allen Hamilton Holding Corp
2.6%
Insulet Corp
2.6%
Lattice Semiconductor Corp
2.6%
Loar Holdings Inc
2.6%
Asset allocation
Stocks
97.2%
Cash
2.8%
By sector
Industrials
29.1%
Technology
23.3%
Healthcare
16.7%
Consumer Cyclical
15.3%
Financial Services
6.5%
Communication
6.5%
Basic Materials
2.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-17.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in equity securities of small- and mid-sized companies, defined as those with market capitalizations between $1 billion and the largest market cap stock in the Russell Midcap Growth Index. The Adviser targets businesses with growth potential, competitive advantages, and attractive valuations.
- Inception date
- December 12, 2025
- Fund family
- Baron Capital Group, Inc.
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Data updated on 2026-08-04