BCSM Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - US Style | Expense | 0.75% | Return% 1Y | - | Total Holdings | 55 | Perf Week | 2.29% | Volume | 1,268 |
| Asset Type | Equities (Stocks) | AUM | $36M | Return% 3Y | - | NAV | $24.50 | Perf Month | 0.46% | Avg Volume | 0.01M |
| ETF Type | US Equities | Dividend TTM | - | Return% 5Y | - | 52W High | -4.76% | Perf Quarter | -0.67% | Rel Volume | 0.22 |
| Active/Passive | Active | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 19.83% | Perf Half Y | 13.22% | Prev Close | $24.51 |
| IPO | 2025/12/15 | Flows% 1M | 0.4% | Return% SI | 1.04% | RSI (14) | 57.27 | Perf YTD | 3.03% | Price | $24.91 |
| Beta | - | Flows% 3M | 9.43% | Flows% YTD | 103.25% | Flows% 1Y | 1294.64% | Perf Year | - | Volatility(W/M) | 0.56% 0.66% |
| SMA20 | 2.29% | SMA50 | 0.15% | SMA200 | 4.27% | ATR | 0.26 | ||||
Baron SMID Cap ETF seeks capital appreciation through investments in small- and mid-cap growth companies. Investments are made in both emerging and more established, scalable businesses. The portfolio actively manages risk by balancing industry exposure, position sizing, and the types of growth represented by the investments. The portfolio holdings are primarily in U.S. securities. The strategy is diversified, under normal circumstances, invests at least 80% of its net assets in equity securities (including depositary receipts) of small- and mid-sized companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with a market capitalization in excess of $1 billion and a market capitalization up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution at the time of purchase and that is classified by the Adviser as a small- or mid-cap company.
The top 10 make up 29% of the fund
Spread evenly across many holdings.
Largest sectors first.
Over the past 1 year, on the higher side
5% below its 1-year high.
Traded less than usual That is 22% of its average volume.
Long-term returns are roughly flat
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The price swings a lot
At its worst (January 2026) it fell 17% and took 98 days to recover.
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No dividend
There is no profit to distribute yet.
Money keeps flowing in
Over the past year, new money equal to 1294.6% of assets came in.
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