Baron Small Financials
| BSFIX Fund | USD 40.07 0.19 0.47% |
Baron |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Baron Small Fund Summary
Baron Small competes with Calamos Dynamic, Columbia Convertible, Harbor Convertible, Absolute Convertible, and Rational/pier. The fund invests 80 percent of its net assets in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to 2.5 billion, whichever is larger.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0682788031 |
| Business Address | Baron Investment Funds |
| Mutual Fund Family | Baron Capital Group, Inc. |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 992 2766 |
| Currency | USD - US Dollar |
Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Small's current stock value. Our valuation model uses many indicators to compare Baron Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Small competition to find correlations between indicators driving Baron Small's intrinsic value. More Info.Baron Small Cap is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Small Cap is roughly 6.75 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baron Small's earnings, one of the primary drivers of an investment's value.Baron Small Cap Systematic Risk
Baron Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Baron Small Cap correlated with the market. If Beta is less than 0 Baron Small generally moves in the opposite direction as compared to the market. If Baron Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Small is generally in the same direction as the market. If Beta > 1 Baron Small moves generally in the same direction as, but more than the movement of the benchmark.
Baron Small November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Baron Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Baron Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.06 | |||
| Information Ratio | 0.0372 | |||
| Maximum Drawdown | 6.92 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.63 |
Other Information on Investing in Baron Mutual Fund
Baron Small financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Small security.
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