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BCSM

Baron SMID Cap ETF·NYSE
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Baron SMID Cap ETF Fundamentals
Assets Under Management
26.31MUSD
Fund Flows (1Y)
25.45MUSD
Dividend Yield (TTM)
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Discount/Premium to NAV
0.08%
Shares Outstanding
1.20M
Expense Ratio
0.75%
Returns
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
Price Performance
-3.86%-10.05%-8.58%-10.87%-10.87%-10.87%
NAV Total Return
-2.27%-9.44%-7.82%———
Ratings

Aime Ratings

No data is currently available

No data is currently available

Ainvest’s AI-powered ETF Scoring Algorithm, built to help retail investors make smarter, data-driven decisions. Leveraging deep learning, reinforcement learning, and large language models, the algorithm scores ETFs across five key dimensions: Fund Flow, Momentum, Safety, Fundamentals, and Performance. Each factor is weighted by its correlation to future returns, resulting in a single, actionable score. Backtested over five years with consistently strong predictive accuracy. Ainvest brings institutional-grade artificial intelligence to everyday investors—transforming complexity into clarity with every score.
Holdings Analysis

Sector

Technology

26.39%

Industrials

25.70%

Healthcare

20.37%

Consumer Cyclical

11.19%

Financial Services

7.43%

Communication Services

6.72%

Basic Materials

2.21%

Asset

Top 10 Holdings

Symbol

Ratio

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CASH AND FOREIGN CURRENCY

4.79%
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DT

Dynatrace
3.21%
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LLYVK

Liberty Live C
3.10%
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MRCY

Mercury Systems
2.98%
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IOT

Samsara
2.89%
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LOAR

Loar
2.76%
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COHR

Coherent
2.62%
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FWONA

Liberty Formula One A
2.57%
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GWRE

Guidewire Software
2.51%
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LSCC

Lattice Semiconductor
2.50%

Top 10 Weight 29.93%

49 Total Holdings

Is SPY better than BCSM?
Dividends

No data is currently available

Premium/Discount Chart
Assets Under Management
Should I buy BCSM?
Fund Flows