Symbols

BCSM

·NYSE

--(--)

Key Stats

Assets Under Management

4.43MUSD

Fund Flows (1Y)

Dividend Yield

Discount/Premium to NAV

0.70%

Shares Outstanding

Expense Ratio

0.75%

About Baron SMID Cap ETF

Issuer

BAMCO

Brand

Baron

Home Page

https://www.baroncapitalgroup.com/product-detail/baron-smid-cap-etf-bcsm

Inception Date

Dec 12, 2025

Structure

Open-Ended Fund

Index Tracked

Management Style

Active

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.

BCSM 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.

Classification

Asset Class

Equity

	1-Month	3-Month	YTD	1-Year	3-Year	5-Year
Price Performance	-0.85%	-0.85%	-0.85%	-0.85%	-0.85%	-0.85%
NAV Total Return	—	—	—	—	—	—

No data is currently available

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