BSFIX – Fund Analysis – Baron Small Cap Instl | Morningstar

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Will BSFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSFIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the BSFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of BSFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An excellent choice.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Baron Small Cap's proven approach and veteran leadership continue to make it a strong option in the small-cap arena.

by Adam Sabban

Rated on Aug 12, 2024 Published on Aug 12, 2024

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