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BCSM - ETF AI Analysis
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Baron SMID Cap ETF (BCSM)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Sector Diversification
The ETF is spread across multiple sectors, with significant exposure to Technology, Industrials, and Health Care, which helps reduce risk from sector-specific downturns.
Focused on U.S. Market
With over 94% of its holdings in U.S. companies, the ETF benefits from exposure to one of the world's largest and most stable economies.
Top Holdings Are Balanced
The ETF's top holdings are relatively evenly weighted, reducing over-reliance on any single stock for performance.
Negative Factors
High Expense Ratio
The ETF charges a higher expense ratio compared to many similar funds, which could eat into investor returns over time.
Limited International Exposure
With less than 6% of its holdings outside the U.S., the ETF offers minimal diversification across global markets.
Small Asset Base
The fund has a relatively small amount of assets under management, which may lead to lower liquidity and higher trading costs for investors.
BCSM vs. SPDR S&P 500 ETF (SPY)
AUM17.84M
RegionNorth America
Expense Ratio0.75%
Beta1.64
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. Volume3,941
30 Day Avg. Volume27,779
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
30.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BCSM Summary
The Baron SMID Cap ETF (BCSM) is an investment fund that focuses on small and mid-sized companies, offering exposure to businesses that are often overlooked in traditional large-cap stock markets. It includes companies like Coherent Corp and Booz Allen, which operate in sectors such as technology, health care, and industrials. This ETF is a good choice for investors looking for growth opportunities and diversification by tapping into dynamic, fast-growing companies. However, new investors should be aware that smaller companies can be more volatile, meaning their stock prices may go up and down more sharply than larger, more established companies.
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
The Baron SMID Cap ETF is leaning heavily into technology and industrials, with nearly half of its portfolio concentrated in these sectors. Coherent Corp is a bright spot, showing steady gains thanks to its focus on datacenter and communications growth, while Karman Holdings is rising on strong revenue growth and strategic acquisitions. On the flip side, Insulet and Dynatrace are lagging, weighed down by bearish trends and valuation concerns. With its U.S.-centric exposure and focus on smaller, agile companies, the fund offers a dynamic but mixed performance story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mercury Systems | 3.13% | $559.56K | $5.64B | 125.18% | 57 Neutral | |
| Coherent Corp | 2.75% | $490.87K | $33.34B | 134.48% | 66 Neutral | |
| Loar Holdings Inc. | 2.68% | $478.71K | $6.42B | -12.44% | 68 Neutral | |
| Booz Allen | 2.57% | $459.27K | $10.66B | -31.46% | 65 Neutral | |
| Liberty Media Corp. Series C Liberty Live | 2.52% | $450.22K | ― | 14.82% | ― | |
| SiteOne Landscape Supply | 2.49% | $444.65K | $6.39B | 0.60% | 71 Outperform | |
| Natera | 2.40% | $428.24K | $31.97B | 30.65% | 73 Outperform | |
| Transdigm Group | 2.37% | $422.33K | $80.59B | 5.48% | 69 Neutral | |
| Samsara | 2.36% | $421.63K | $16.18B | -44.05% | 69 Neutral | |
| Liberty Media Liberty Formula One | 2.35% | $419.00K | $29.13B | -9.46% | 74 Outperform |
BCSM Technical Analysis
Negative
―
Price Trends
Market Momentum
-0.04
Positive
31.75
Neutral
2.10
Positive
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 24.84, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 31.75 is Neutral, neither overbought nor oversold. The STOCH value of 2.10 is Positive, 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
23.74
-0.59
-2.42%
OASC
OneAscent Small Cap Core ETF
―
―
―
SMOX
Horizon Small/Mid Cap Core Equity ETF
―
―
―
ASCE
Allspring SMID Core ETF
―
―
―
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
―
―
―
MYLD
Cambria Micro and SmallCap Shareholder Yield 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.
Disclaimer
This 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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