Baron Real Estate Fund Holdings Turnover
| BRIUX Fund | USD 16.71 0.11 0.65% |
Baron Real Estate fundamentals help investors to digest information that contributes to Baron Real's financial success or failures. It also enables traders to predict the movement of Baron Mutual Fund. The fundamental analysis module provides a way to measure Baron Real's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Baron Real mutual fund.
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Baron Real Estate Mutual Fund Holdings Turnover Analysis
Baron Real's Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
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According to the company disclosure, Baron Real Estate has a Holdings Turnover of 0.0%. This indicator is about the same for the Baron Capital Group average (which is currently at 0.0) family and about the same as Real Estate (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Baron Real
The fund consists of 97.34% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Baron Real's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Baron Fundamentals
| Total Asset | 132.35 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 16.96 % | |||
| One Year Return | 16.24 % | |||
| Three Year Return | (0.19) % | |||
| Five Year Return | 9.30 % | |||
| Net Asset | 4.38 M | |||
| Minimum Initial Investment | 5 M | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 2.66 % | |||
| Equity Positions Weight | 97.34 % |
About Baron Real Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baron Real Estate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Real using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Real Estate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Baron Real 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 Real security.
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