BDAFX Baron Durable Advantage Retail Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU).

The investment seeks capital appreciation through investments primarily in securities of large-sized companies. The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks and/or dividends.

The average market capitalization across the Baron Durable Advantage Retail MF is 1.76T. The market cap for tickers in the group ranges from 86.9B to 4.38T. NVDA holds the highest valuation in this group at 4.38T. The lowest valued company is MCO at 86.9B.

The average weekly volume growth across all stocks in the Baron Durable Advantage Retail MF was -63%. For the same stocks of the MF, the average monthly volume growth was -58% and the average quarterly volume growth was -60%