BARIX Baron Asset Instl Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation through long-term investments primarily in securities of mid-sized companies with undervalued assets or favorable growth prospects. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.

The average market capitalization across the Baron Asset Instl MF is 32.42B. The market cap for tickers in the group ranges from 10.7B to 55.75B. ROP holds the highest valuation in this group at 55.75B. The lowest valued company is FDS at 10.7B.

The average weekly volume growth across all stocks in the Baron Asset Instl MF was -23%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -2%