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BARIX
Mutual Fund ticker: NASDAQ
AS OF
Nov 19 closing price
Price
$99.00
Change
+$3.97 (+4.18%)
Net Assets
3.54B

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... Show more

Category: #Mid-Cap Growth
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A.I.Advisor
published Highlights

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 30.82B. The market cap for tickers in the group ranges from 9.99B to 55.66B. IDXX holds the highest valuation in this group at 55.66B. The lowest valued company is FDS at 9.99B.

Volume

The average weekly volume growth across all stocks in the Baron Asset Instl MF was 12%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was 162%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 57
Price Growth Rating: 52
SMR Rating: 41
Profit Risk Rating: 64
Seasonality Score: 1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
https://www.baroncapitalgroup.com
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BARIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BARIX has been closely correlated with FSMAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if BARIX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BARIX
1D Price
Change %
BARIX100%
+0.13%
FSMAX - BARIX
95%
Closely correlated
N/A
PEMGX - BARIX
87%
Closely correlated
N/A
JDMAX - BARIX
85%
Closely correlated
-0.10%
JDMRX - BARIX
85%
Closely correlated
-0.11%
PMAQX - BARIX
71%
Closely correlated
N/A
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