BCSM - ETF AI Analysis
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Baron SMID Cap ETF (BCSM)
Rating:59Neutral
Price Target:―
Positive Factors
Recent Performance Momentum
The ETF has shown strong gains over the last three months, suggesting improving momentum in its underlying holdings.
Broad Sector Diversification
Holdings spread across technology, industrials, health care, consumer cyclical, and several other sectors help reduce the impact of weakness in any single industry.
Exposure to High-Growth Areas
Several top positions are in technology and related growth-focused companies that have delivered strong recent performance, which can support future returns if trends continue.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment return is used to cover costs instead of staying with investors.
Concentration in U.S. Market
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. economy.
Mixed Performance Among Top Holdings
Some of the largest positions have shown weak or negative year-to-date performance, which can drag on the fund even as other holdings do well.
BCSM vs. SPDR S&P 500 ETF (SPY)
AUM35.65M
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. Volume3,621
30 Day Avg. Volume6,138
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
32.17Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering54
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BCSM Summary
Baron SMID Cap ETF (BCSM) is an actively managed fund that invests in small- and mid-sized U.S. companies, aiming for long-term growth rather than tracking a specific index. It spreads money across areas like technology, industrials, and health care, with holdings such as Axon Enterprise and Datadog. Investors might consider this ETF to add diversification beyond the usual large, well-known stocks and to tap into the growth potential of smaller, fast-growing businesses. A key risk is that smaller company stocks can be more volatile, so the ETF’s value can rise and fall 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 leans heavily into U.S. mid- and small-cap growth stories, with software and health-care names steering the ship. Dynatrace and Rubrik have been rising, helping power recent gains, while Samsara and Tempus AI add momentum with improving, if still risky, growth profiles. On the health-care side, Argenx and Repligen are steady contributors, giving the fund a biotech tilt. In contrast, Axon and Liberty Formula One have been lagging, occasionally acting as a brake. Overall, the ETF is concentrated in tech and health innovation, with performance driven by a handful of fast-growing U.S. names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Guidewire | 3.76% | $1.37M | $13.52B | -37.98% | 63 Neutral | |
| Rubrik, Inc. Class A | 3.72% | $1.35M | $19.42B | -6.97% | 50 Neutral | |
| Axon Enterprise | 3.55% | $1.29M | $41.89B | -29.55% | 58 Neutral | |
| Samsara | 3.36% | $1.22M | $23.50B | 4.02% | 69 Neutral | |
| Dynatrace | 3.14% | $1.14M | $15.00B | -0.71% | 77 Outperform | |
| Tempus AI, Inc. Class A | 2.85% | $1.04M | $11.66B | -20.64% | 52 Neutral | |
| Loar Holdings Inc. | 2.70% | $981.24K | $6.36B | -13.63% | 68 Neutral | |
| Argenx Se | 2.54% | $922.83K | $63.27B | 31.30% | 79 Outperform | |
| Repligen | 2.39% | $869.42K | $9.46B | 41.21% | 68 Neutral | |
| Liberty Media Liberty Formula One | 2.29% | $832.69K | $23.76B | -4.14% | 74 Outperform |
BCSM Technical Analysis
Negative
―
Price Trends
24.93
Negative
24.21
Negative
Market Momentum
-0.15
Positive
35.38
Neutral
2.97
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 25.41, equal to the 50-day MA of 24.93, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.15 indicates Positive momentum. The RSI at 35.38 is Neutral, neither overbought nor oversold. The STOCH value of 2.97 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
24.10
-0.23
-0.95%
OASC
OneAscent Small Cap Core ETF
―
―
―
MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
―
―
―
IVSS
Applied Finance IVS US SMID ETF
―
―
―
BRSM
MFS Blended Research Small-Mid Cap ETF
―
―
―
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
―
―
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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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