Compare with Baron SMID Cap ETF
Key stats
Fund info
Home page
Inception date
Dec 15, 2025
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BAMCO, Inc.
Distributor
Baron Capital, Inc.
ISIN
US06829D3052
CUSIP
06829D305
FIGI
BBG01YZBGDS5
Identifiers
ISIN US06829D3052
BCSM invests in US small- and mid-cap companies with significant growth potential, sustainable competitive advantages, strong management teams, and attractive valuations. The fund invests in both developing and more established scalable businesses. The fund actively manages risk through diversification, industry exposure limits, position sizing, and balancing different types of growth opportunities. Holdings include depositary receipts. The fund may retain investments that grow beyond their original market-cap range.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Health Technology
Consumer Services
Breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently asked questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
BCSM trades at 24.31 USD today, its price has fallen −0.37% in the past 24 hours. Track more dynamics on BCSM price chart.
BCSM net asset value is 24.31 today — it's fallen 5.20% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
BCSM assets under management is 35.60 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
BCSM price has fallen by −6.10% over the last month, and its yearly performance shows a −2.17% decrease. See more dynamics on BCSM price chart.
NAV returns, another gauge of an ETF dynamics, have fallen by −5.20% over the last month, showed a 0.89% increase in three-month performance and has increased by 0.87% in a year.
NAV returns, another gauge of an ETF dynamics, have fallen by −5.20% over the last month, showed a 0.89% increase in three-month performance and has increased by 0.87% in a year.
BCSM fund flows account for 33.55 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
BCSM invests in stocks. See more details in our Profile section.
BCSM expense ratio is 0.75%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, BCSM isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, BCSM technical analysis shows the sell rating and its 1-week rating is neutral. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating BCSM shows the strong buy signal. See more of BCSM technicals for a more comprehensive analysis.
Today, BCSM technical analysis shows the sell rating and its 1-week rating is neutral. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating BCSM shows the strong buy signal. See more of BCSM technicals for a more comprehensive analysis.
No, BCSM doesn't pay dividends to its holders.
BCSM trades at a premium (0.01%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
BCSM shares are issued by Baron Capital Group, Inc.
BCSM follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Dec 15, 2025.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.