Baron Small Three Year Return vs. Cash Position Weight
| BSCUX Fund | USD 33.37 0.39 1.16% |
For Baron Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baron Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baron Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baron Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baron Small Cap over time as well as its relative position and ranking within its peers.
Baron |
Baron Small Cap Cash Position Weight vs. Three Year Return Fundamental Analysis
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. Baron Small Cap is the top fund in three year return among similar funds. It also is the top fund in cash position weight among similar funds creating about 76.98 of Cash Position Weight per Three Year Return. 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 Cash Position Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Baron Small |
| = | 0.09 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Baron Small |
| = | 6.89 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Baron Cash Position Weight Comparison
Baron Small is currently under evaluation in cash position weight among similar funds.
Baron Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baron Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baron Small will eventually generate negative long term returns. The profitability progress is the general direction of Baron Small's change in net profit over the period of time. It can combine multiple indicators of Baron Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. Baron Small is traded on NASDAQ Exchange in the United States.
Baron Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Baron Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Baron Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Baron Small's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Baron Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Comparator Now
Portfolio ComparatorCompare the composition, asset allocations and performance of any two portfolios in your account |
| All Next | Launch Module |
Use Investing Themes to Complement your Baron Small position
In addition to having Baron Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Precious Metals Funds Thematic Idea Now
Precious Metals Funds
Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. The Precious Metals Funds theme has 33 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Precious Metals Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Baron Mutual Fund
To fully project Baron Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baron Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Baron Small's income statement, its balance sheet, and the statement of cash flows.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |