Baron SMID Cap ETF is an actively managed exchange-traded fund focused on U.S. small- and mid-cap growth companies. The fund seeks capital appreciation by investing in businesses that typically operate in a range of sectors, with an emphasis on companies the manager believes have durable competitive advantages and strong growth characteristics. Its portfolio may include common stocks and depositary receipts, giving it flexibility across a broad set of listed U.S. equities. Baron SMID Cap ETF is designed to provide investors with diversified exposure to emerging and more established growth-oriented companies in the SMID segment of the market. As part of Baron Capital’s ETF lineup, it plays a specialized role for market participants seeking concentrated access to a growth strategy built around smaller, innovation-driven businesses.
United States
During the quarter, we initiated a position in Advanced Drainage Systems, the leading U.S. manufacturer of stormwater and onsite wastewater management products.
Baron SMID Cap ETF gained 15.62% (NAV) in the second quarter, underperforming the Russell 2500 Growth Index (the Benchmark), which increased 24.02%, by 8.40%.
As megacap valuations remain stretched, more investors are looking to small- and mid- cap companies for growth exposure. At a recent TMX VettaFi product due diligence session, “Where Small-Cap Upside Meets Midcap Stability in an Active ETF,” Randy Gwirtzman, managing director and portfolio manager at Baron Capital, joined Roxanna Islam, TMX VettaFi head of sector [...]
What share of all ETF conversation is about BCSM?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Attention | 0% new | 0% new | 0% new | 0% |
Of the messages about BCSM that take a side, what share is each?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Bullish | — | — | — | 100% | ||
| Bearish | — | — | — | 0% |
Of the messages about BCSM that carry a topic, what share is each?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Macro | — | — | — | — | ||
| Technical Analysis | — | — | — | — |
Of the messages about BCSM, what share comes from each group?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Regulars | 0% | 0% | 0% | 0% | ||
| Newcomers | 100% | 100% | 100% | 100% |