Baron Small Cap Fund
Shareclass
Baron Small Cap Instl (BSFIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Baron Small Cap Fund
FUND COVERAGE
# of holdings43
% of assets84%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
17 / 40
Gender Equality: Equal Compensation and Work Life Balance
3 / 30
Gender Equality: Policies Promoting Gender Equality
14 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novanta Inc0.8%$30.05M
- 2. ASGN Inc1.57%$59.19M
- 3. Planet Fitness Inc Class A3.17%$119.37M
- 4. DexCom Inc0.47%$17.83M
- 5. Gartner Inc2.97%$111.72M
- 6. JFrog Ltd Ordinary Shares1.26%$47.33M
- 7. Icon PLC3.02%$113.75M
- 8. Trex Co Inc0.72%$27.13M
- 9. JBT Marel Corp2.61%$98.32M
- 10. Mettler-Toledo International Inc0.82%$30.69M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A4.87%$183.18M
- 2. RadNet Inc1.52%$57.16M
- 3. RBC Bearings Inc2.59%$97.57M
- 4. Kratos Defense & Security Solutions Inc2.91%$109.64M
- 5. Intapp Inc1.85%$69.53M
- 6. Ncino Inc Ordinary Shares1.15%$43.38M
- 7. Madison Square Garden Sports Corp Class A1.36%$51.08M
- 8. Houlihan Lokey Inc Class A2.73%$102.66M
- 9. Clearwater Analytics Holdings Inc Class A1.56%$58.57M
- 10. Cognex Corp2.29%$86.07M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Baron Small Cap Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Baron Small Cap Fund BSFIX
Environment
Social
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