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Baron SMID Cap ETF
BCSM performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 11, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -7.75% | -0.06% | -0.99% | |||
| Flows | +$2M | +$3M | +$18M | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Baron Capital |
| N° of holdings | 0 |
| Dividend policy | Distributing |
| Inception date | December 12, 2025 |
| ESG | No |
More data and info about BCSM on Trackinsight
Exposure
Data as of January 1, 1970
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +18.09% | |||
Max drawdown | -9.10% | |||
Max drawdown duration | 29d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is BCSM?
BCSM is a Active ETF that provides exposure to Equity assets. It is managed by Baron Capital.
What does BCSM invest in?
This ETF provides exposure to Other Mid and Small-Cap US Equities. It is part of the segment: US Multi-Factor.
What is the expense ratio of BCSM?
The total expense ratio (TER) of BCSM is 0.75%, representing the annual fee charged by the fund manager.
When was BCSM launched?
BCSM was launched on December 12, 2025, marking its entry into the ETF market.
Who is the issuer of BCSM?
BCSM is issued by Baron Capital.
What is the AUM of BCSM?
As of September 11, 2026, BCSM manages $34.84 M, reflecting the total assets held in the fund.
How has BCSM performed recently?
As of September 11, 2026, BCSM delivered a return of -7.75% over the past month (1M performance), -0.06% over the past three months (3M), and -0.99% year-to-date (YTD).
What are the recent fund flows for BCSM?
As of September 11, 2026, BCSM has seen net flows of +$2M in the past month (1M flow) and +$18M year-to-date (YTD).
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