Industry description
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.
Market Cap
The average market capitalization across the Baron Asset Instl MF is 33.58B. The market cap for tickers in the group ranges from 9.72B to 59.25B. ROP holds the highest valuation in this group at 59.25B. The lowest valued company is GWRE at 9.72B.
Volume
The average weekly volume growth across all stocks in the Baron Asset Instl MF was 39%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 28%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 85
P/E Growth Rating: 58
Price Growth Rating: 49
SMR Rating: 41
Profit Risk Rating: 28
Seasonality Score: -8 (-100 ... +100)