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- Fund Details
Baron SMID Cap ETF(BCSM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BCSM
10/02/2026: BCSM (1-star) is currently NOT-A-BUY. Pass it for now.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit -1.9% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $35.78M |
| Issuer | Baron Capital Group, Inc. |
| Inception | Dec 12, 2025 |
Performance
| Period | Total Return |
|---|---|
| YTD | +1.53% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 52.18% |
| Small Cap | 35.98% |
| Large Cap | 6.69% |
| Micro Cap | 1.36% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 26.51% |
| Industrials | 23.58% |
| Healthcare | 21.61% |
| Consumer Cyclicals | 11.42% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 34.85x |
| Portfolio P/B | 5.07x |
| Portfolio P/S | 5.02x |
Top Holdings
| Holding | Weight |
|---|---|
| Rubrik | 4.67% |
| Dynatrace Holdings LLC | 3.52% |
| Samsara | 3.36% |
| Tempus AI. Class A Common Stock | 2.98% |
| Axon Enterprise | 2.87% |
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