Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU).
Industry description
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.
Market Cap
The average market capitalization across the Baron Durable Advantage Institutional MF is 1.33T. The market cap for tickers in the group ranges from 71.91B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MCO at 71.91B.
Volume
The average weekly volume growth across all stocks in the Baron Durable Advantage Institutional MF was 124%. For the same stocks of the MF, the average monthly volume growth was 139% and the average quarterly volume growth was -23%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 80
P/E Growth Rating: 67
Price Growth Rating: 28
SMR Rating: 30
Profit Risk Rating: 17
Seasonality Score: 31 (-100 ... +100)