Baron Emerging Markets Fund Quote
| BEXUX Fund | USD 15.30 0.02 0.13% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Baron Emerging is trading at 15.30 as of the 26th of December 2024; that is 0.13 percent up since the beginning of the trading day. The fund's open price was 15.28. Baron Emerging has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of November 2024 and ending today, the 26th of December 2024. Click here to learn more.
The fund normally invests 80 percent of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets Index and other countries determined by the Adviser to be developing countries based on classifications made by the International Monetary Fund or on country characteristics similar to those of the countries in the EM index.. More on Baron Emerging Markets
Moving against Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Baron Capital Group (View all Sectors) |
| Update Date | 31st of December 2024 |
Baron Emerging Markets [BEXUX] is traded in USA and was established 26th of December 2024. Baron Emerging is listed under Baron Capital Group category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Baron Capital Group family. This fund currently has accumulated 5.25 B in assets under management (AUM) with no minimum investment requirementsBaron Emerging Markets is currently producing year-to-date (YTD) return of 9.04% with the current yeild of 0.01%, while the total return for the last 3 years was -3.13%.
Check Baron Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Emerging Markets Mutual Fund Constituents
| TAL | TAL Education Group | Stock | Consumer Discretionary | |
| WHGRF | WH Group Limited | Pink Sheet | Packaged Foods | |
| CPA | Copa Holdings SA | Stock | Industrials | |
| MOMO | Hello Group | Stock | Communication Services | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BIDU | Baidu Inc | Stock | Communication Services | |
| GDS | GDS Holdings | Stock | Industrials | |
| YUMC | Yum China Holdings | Stock | Consumer Discretionary |
Baron Emerging Markets Risk Profiles
| Mean Deviation | 0.6985 | |||
| Standard Deviation | 0.939 | |||
| Variance | 0.8818 | |||
| Risk Adjusted Performance | (0.03) |
Baron Emerging Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Emerging 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 Emerging security.
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