BCSMBaron SMID Cap ETF
Seeks capital appreciation.
By Baron Capital Group, Inc. · Launched 2025
Annual Cost
0.75%
#4,069 of 6,040 · expensive
Fund Size
$37M
#4,070 of 6,040 · small
Return (1Y)
N/A
Track Record
9 months
#4,993 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,029+0.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 29.5% of funddiversified
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
97.5%
Cash
2.5%
By sector
Technology
24.5%
Industrials
24.5%
Healthcare
20.6%
Consumer Cyclical
12.9%
Financial Services
7.2%
Communication
7.2%
Basic Materials
3.2%
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 2026-09-18