BCSM - ETF AI Analysis
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Baron SMID Cap ETF (BCSM)
Rating:58Neutral
Price Target:―
Positive Factors
Balanced Sector Mix
Holdings spread across technology, industrials, health care, consumer cyclical, and other areas help reduce the impact of weakness in any single sector.
Focused U.S. Exposure
With most assets in U.S. companies, the fund offers targeted exposure to the U.S. market, which many investors know best and can follow more easily.
Select Strong Individual Stocks
A few top holdings, such as Coherent and Lattice Semiconductor, have shown strong recent performance that can help offset weaker names in the portfolio.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment return goes to costs instead of staying in investors’ pockets.
Recent Weak Performance
The ETF has shown weak returns over the past month and year-to-date, suggesting it has struggled in the current market environment.
Concentration in Underperforming Top Holdings
Several of the largest positions, including Samsara, Dynatrace, Guidewire, and Insulet, have lagged recently, which can drag down overall fund performance.
BCSM vs. SPDR S&P 500 ETF (SPY)
AUM29.57M
RegionNorth America
Expense Ratio0.75%
Beta1.14
IssuerBaron
Inception DateDec 15, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,820
30 Day Avg. Volume13,088
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
29.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering54
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BCSM Summary
The Baron SMID Cap ETF (BCSM) invests in small- and mid-sized U.S. companies, aiming for growth by focusing on businesses that are beyond the usual large, well-known stocks. It does not track a specific index, but follows a “SMID cap” theme, with many holdings in technology, industrials, and health care. Well-known names in the fund include Dynatrace and Lattice Semiconductor. Investors might consider BCSM to seek higher growth and add diversification beyond large caps. However, smaller companies can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?The Baron SMID Cap ETF (BCSM) has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specialized segment of small and mid-sized companies that require more research and management effort.
What would affect this ETF?The Baron SMID Cap ETF (BCSM) could benefit from strong growth in the technology and healthcare sectors, which make up a significant portion of its holdings, as well as economic recovery that supports small and mid-sized companies in the U.S. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, and economic slowdowns that could impact consumer spending and industrial activity, two other key sectors in the fund.
BCSM Top 10 Holdings
BCSM is leaning hard into U.S. mid- and small-cap growth stories, with a clear tilt toward tech and industrial innovators. Coherent and Forgent Power Solutions are the current engines, rising on optimism around datacenter demand and power solutions. Samsara and Guidewire have been more of a mixed bag—fundamentally solid but lately losing steam—while Axon is dragging the fund after a weaker stretch. With several software and data names clustered at the top, performance is being driven by a relatively concentrated group of growth-oriented U.S. companies.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Axon Enterprise | 3.23% | $950.41K | $31.59B | -46.20% | 58 Neutral | |
| Coherent Corp | 2.96% | $871.39K | $74.82B | 357.08% | 66 Neutral | |
| Forgent Power Solutions, Inc. Class A | 2.76% | $811.49K | $13.71B | ― | ― | |
| Samsara | 2.73% | $803.76K | $17.22B | -35.72% | 69 Neutral | |
| Rubrik, Inc. Class A | 2.72% | $800.56K | $13.12B | -25.07% | 50 Neutral | |
| Guidewire | 2.70% | $794.50K | $11.02B | -36.36% | 63 Neutral | |
| Dynatrace | 2.60% | $764.09K | $11.44B | -25.18% | 77 Outperform | |
| Loar Holdings Inc. | 2.57% | $755.58K | $5.37B | -30.92% | 68 Neutral | |
| Liberty Media Liberty Formula One | 2.48% | $729.82K | $22.24B | -7.26% | 74 Outperform | |
| Enpro | 2.41% | $707.35K | $6.59B | 65.79% | 64 Neutral |
BCSM Technical Analysis
Negative
―
Price Trends
22.56
Positive
23.25
Negative
Market Momentum
0.01
Positive
48.05
Neutral
29.63
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BCSM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 22.90, equal to the 50-day MA of 22.56, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.01 indicates Positive momentum. The RSI at 48.05 is Neutral, neither overbought nor oversold. The STOCH value of 29.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BCSM.
BCSM Peer Comparison
Comparison Results
Performance Comparison
BCSM
Baron SMID Cap ETF
22.71
-1.62
-6.66%
OASC
OneAscent Small Cap Core ETF
―
―
―
ASCE
Allspring SMID Core ETF
―
―
―
SMOX
Horizon Small/Mid Cap Core Equity ETF
―
―
―
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
―
―
―
SAEF
Schwab Ariel ESG ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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