Databook Recognized as a Cool Vendor in the 2024 Gartner Cool Vendors in AI-Led Sales Research
| BSCUX Fund | USD 33.37 0.39 1.16% |
Slightly above 63% of Baron Small's investor base is looking to short. The analysis of overall sentiment of trading Baron Small Cap mutual fund suggests that many investors are alarmed at this time. Baron Small's investing sentiment can be driven by a variety of factors including economic data, Baron Small's earnings reports, geopolitical events, and overall market trends.
Baron |
Databook Named Gartner Cool Vendor
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Baron Small Fundamental Analysis
We analyze Baron Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Small 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.
Five Year Return
Five Year Return Comparative Analysis
Baron Small is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Baron Small Cap Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Baron Small mutual fund to make a market-neutral strategy. Peer analysis of Baron Small could also be used in its relative valuation, which is a method of valuing Baron Small by comparing valuation metrics with similar companies.
Peers
Baron Small Related Equities
| QDARX | Aqr Diversified | 0.08 | ||||
| FZABX | Fidelity Advisor | 0.08 | ||||
| DTICX | Delaware Limited | 0.25 | ||||
| BICPX | Blackrock Conservative | 0.27 | ||||
| LIGFX | Lord Abbett | 0.37 | ||||
| WCAFX | Wealthbuilder Conservative | 1.02 | ||||
| CFAIX | Calvert Conservative | 1.55 | ||||
| ELDFX | Elfun Diversified | 6.44 |
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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |