Baron Small Cap Fund (BSFIX)

Portfolio Management

Cliff Greenberg

Fund Manager since 1997

View All Commentary by Cliff

Fund Description

Baron Small Cap Fund invests primarily in small growth companies.



Portfolio Commentary

Institutional Performance

Review and Outlook (for quarter ended 3/31/2014)

The Review and Outlook for period ending March 31, 2014 is not yet available

Top Contributors/Detractors to Performance

Contributors (for quarter ended 3/31/2014)
  • This Fund does not have contributors to performance for period ending March 31, 2014

Detractors (for quarter ended 3/31/2014)
  • Shares of Financial Engines, Inc., an investment accounts advisor, declined in Q1, in response to Q4 results that missed expectations due to margin contraction. In addition, asset growth was a bit less than prior periods as only three new plans were added in the quarter. However, Financial Engines is still gaining new plans and converting assets to its professionally managed service. It is developing and implementing new products and increasing marketing spend, which we think should improve enrollment rates over the coming years.

Quarterly Attribution Analysis (for quarter ended 3/31/2014)

The Quarterly Attribution Analysis for period ending March 31, 2014 is not yet available

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Invest In Baron Funds Today

The prospective performance of the companies discussed herein is based on our internal analysis and reflect our opinions only. We cannot promise future returns and our opinions are a reflection of our best judgement at the time of publication. Our views are not intended as recommendations or investment advise to any person and are subject to chage at any time based on market and other conditions and Baron has no obligation to update them. Investing in the stock market is always risky. Current and future portfolio holdings in the Fund are subject to risk.

Source: FactSet PA.