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MFFAIS
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Baron Investment Funds Trust - Baron Small Cap Fund

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2008-11-24Fund Class: Small-Cap Core

Transactions: Currently showing holdings/transactions Filed between 2008-08-26 and 2008-11-24
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

Hypotheticals
Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 
Base Value:$264,847,757Current Value:$483,710,251
Change:$218,862,49 4 Performance:82.63 %

Worst Move:Lost $-3,550,000 on changes made with Brookfield Homes Corp (BHS) buying shares when price went down.
Best Move:Made $22,020,000 on changes made with Ameristar Casinos Inc (ASCA) buying shares when price went up.
Best Save:Saved $-25,990,000 on changes made with Digital Realty Trust Inc (DLR) selling shares when price went down.
Missed Move:Missed $-512,314 on changes made with Casual Male Retail Group Inc (CMRG) selling shares when price went up.

Show: (if you do not see any data recheck box below)

Contact Information

767 Fifth Ave,49th Fl,New York Ny 10153,
Phone: 2125832000 Fax: Website:

Symbols

bscfx

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
N-CSR/A2008-11-122007-09-30edgar/data/810902/0001193125-08-233489.txt
N-CSR2008-11-242008-09-30edgar/data/810902/0001193125-08-242157.txt

Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History News Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2008-11-242008-09-30 N-CSRUlta Salon Cosmetics And Fragrance IncULTAUSRetail-Perfume And Cosmetics 2,500,000No Change00 %$18,550,000$42,025,000$23,475,000126.54 % $0News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Ulta Salon Cosmetics And Fragrance Inc
2008-11-242008-09-30 N-CSRIconix Brand Group IncICONUSFootwear And Related Apparel 3,750,000Added More100,0002.73 %$21,750,000$44,100,000$22,350,000102.75 % $596,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Iconix Brand Group Inc
2008-11-242008-09-30 N-CSRDesign Within Reach IncDWRIUSRetail-Home Furnishings 875,000Sold Some-25,000-2.77 %$656,250--- % News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Design Within Reach Inc
2008-11-242008-09-30 N-CSRCasual Male Retail Group IncCMRGUSRetail-Apparel/Shoe 2,322,053Sold Some-242,803-9.46 %$1,021,703$5,921,235$4,899,532479.54 % $-512,314News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Casual Male Retail Group Inc
2008-11-242008-09-30 N-CSRGaylord Entertainment CoGETUSHotels And Motels 0Sold All-1,750,000-100 %---191.84 % $-20,177,500News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Gaylord Entertainment Co
2008-11-242008-09-30 N-CSRGreat Wolf Resorts IncWOLFUSResorts/Theme Parks 0Sold All-2,964,000-100 %---240.74 % $-5,779,800News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Great Wolf Resorts Inc
2008-11-242008-09-30 N-CSRUltimate Software Group IncULTIUSEnterprise Software/Serv 870,000New Holding870,000100 %$11,153,400$24,342,600$13,189,200118.25 % $13,189,200News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Ultimate Software Group Inc
2008-11-242008-09-30 N-CSRAircastle LtdAYRBMTransport-Equip And Leasng 0Sold All-1,000,000-100 %---147.58 % $-5,490,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Aircastle Ltd
2008-11-242008-09-30 N-CSRCascal NvHOOUSWater 1,000,000No Change00 %$4,250,000$5,540,000$1,290,00030.35 % $0News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Cascal Nv
2008-11-242008-09-30 N-CSRPenn National Gaming IncPENNUSRacetracks 0Sold All-1,151,700-100 %---82.73 % $-14,407,767News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Penn National Gaming Inc
2008-11-242008-09-30 N-CSRWynn Resorts LtdWYNNUSCasino Hotels 0Sold All-450,000-100 %---99.50 % $-14,337,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Wynn Resorts Ltd
2008-11-242008-09-30 N-CSRDigital Realty Trust IncDLRUSReits-Diversified 0Sold All-1,000,000-100 %---122.01 % $-25,990,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Digital Realty Trust Inc
2008-11-242008-09-30 N-CSRJ Crew Group IncJCGUSRetail-Apparel/Shoe 1,460,168Sold Some-39,832-2.65 %$13,214,520$59,209,812$45,995,292348.06 % $-1,254,708News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of J Crew Group Inc
2008-11-242008-09-30 N-CSRCheesecake FactorytheCAKEUSRetail-Restaurants 1,400,000Sold Some-100,000-6.66 %$7,588,000--- % News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Cheesecake Factorythe
2008-11-242008-09-30 N-CSRAmeristar Casinos IncASCAUSCasino Hotels 0Sold All-1,600,000-100 %---236.86 % $-20,048,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Ameristar Casinos Inc
2008-11-242008-09-30 N-CSRPenske Auto Group IncPAGUSRetail-Automobile 0Sold All-1,500,000-100 %---192.17 % $-15,480,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Penske Auto Group Inc
2008-11-122007-09-30 N-CSR/ACheesecake FactorytheCAKEUSRetail-Restaurants 1,850,000New Holding1,850,000100 %$13,412,500--- % News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Cheesecake Factorythe
2008-11-122007-09-30 N-CSR/AAcadia Realty TrustAKRUSReits-Shopping Centers 650,000New Holding650,000100 %$8,833,500$10,705,500$1,872,00021.19 % $1,872,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Acadia Realty Trust
2008-11-122007-09-30 N-CSR/AVistaprint LtdVPRTFRPrinting-Commercial 250,000New Holding250,000100 %$3,350,000$12,450,000$9,100,000271.64 % $9,100,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Vistaprint Ltd
2008-11-122007-09-30 N-CSR/AIconix Brand Group IncICONUSFootwear And Related Apparel 3,250,000New Holding3,250,000100 %$30,745,000$38,220,000$7,475,00024.31 % $7,475,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Iconix Brand Group Inc
2008-11-122007-09-30 N-CSR/ANuco2 IncNUCOUSDistribution/Wholesale 1,500,000New Holding1,500,000100 %---- % News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Nuco2 Inc
2008-11-122007-09-30 N-CSR/ADesign Within Reach IncDWRIUSRetail-Home Furnishings 900,000New Holding900,000100 %$1,080,000--- % News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Design Within Reach Inc
2008-11-122007-09-30 N-CSR/APenn National Gaming IncPENNUSRacetracks 1,401,700New Holding1,401,700100 %$21,347,891$38,728,971$17,381,08081.41 % $17,381,080News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Penn National Gaming Inc
2008-11-122007-09-30 N-CSR/ACasual Male Retail Group IncCMRGUSRetail-Apparel/Shoe 2,564,856New Holding2,564,856100 %$3,308,664$6,540,383$3,231,71997.67 % $3,231,719News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Casual Male Retail Group Inc
2008-11-122007-09-30 N-CSR/AJ Crew Group IncJCGUSRetail-Apparel/Shoe 706,200New Holding706,200100 %$8,220,168$28,636,410$20,416,242248.36 % $20,416,242News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of J Crew Group Inc
2008-11-122007-09-30 N-CSR/AAfc EnterprisesAFCEUSRetail-Restaurants 2,250,000New Holding2,250,000100 %$9,067,500$18,090,000$9,022,50099.50 % $9,022,500News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Afc Enterprises
2008-11-122007-09-30 N-CSR/AGaylord Entertainment CoGETUSHotels And Motels 1,250,000New Holding1,250,000100 %$10,075,000$21,925,000$11,850,000117.61 % $11,850,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Gaylord Entertainment Co
2008-11-122007-09-30 N-CSR/AWynn Resorts LtdWYNNUSCasino Hotels 600,000New Holding600,000100 %$27,150,000$38,328,000$11,178,00041.17 % $11,178,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Wynn Resorts Ltd
2008-11-122007-09-30 N-CSR/AGreat Wolf Resorts IncWOLFUSResorts/Theme Parks 2,884,000New Holding2,884,000100 %$3,576,160$7,959,840$4,383,680122.58 % $4,383,680News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Great Wolf Resorts Inc
2008-11-122007-09-30 N-CSR/AAmeristar Casinos IncASCAUSCasino Hotels 2,000,000New Holding2,000,000100 %$13,620,000$35,640,000$22,020,000161.67 % $22,020,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Ameristar Casinos Inc
2008-11-122007-09-30 N-CSR/ADigital Realty Trust IncDLRUSReits-Diversified 500,000New Holding500,000100 %$14,735,000$23,645,000$8,910,00060.46 % $8,910,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Digital Realty Trust Inc
2008-11-122007-09-30 N-CSR/ABrookfield Homes CorpBHSUSBldg-Residential/Commer 1,250,000New Holding1,250,000100 %$11,437,500$7,887,500$-3,550,000-31.03 % $-3,550,000News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Brookfield Homes Corp
2008-11-122007-09-30 N-CSR/AAircastle LtdAYRBMTransport-Equip And Leasng 1,500,000No Change00 %$6,705,000$13,815,000$7,110,000106.04 % $0News Article History of Baron Investment Funds Trust - Baron Small Cap Fund Ownership Of Aircastle Ltd
Returned 33 Records!
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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
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