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BDAIX
Mutual Fund ticker: NASDAQ
AS OF
Oct 16 closing price
Price
$32.31
Change
-$0.24 (-0.74%)
Net Assets
524.55M

BDAIX Baron Durable Advantage Institutional Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation through investments primarily in securities of large-sized companies... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), 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 1.69T. The market cap for tickers in the group ranges from 84.04B to 4.43T. NVDA holds the highest valuation in this group at 4.43T. The lowest valued company is MCO at 84.04B.

Volume

The average weekly volume growth across all stocks in the Baron Durable Advantage Institutional MF was -6%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was -32%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 54
Price Growth Rating: 49
SMR Rating: 100
Profit Risk Rating: 29
Seasonality Score: 63 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, BDAIX has been closely correlated with GFACX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if BDAIX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BDAIX
1D Price
Change %
BDAIX100%
-0.73%
GFACX - BDAIX
94%
Closely correlated
-0.61%
GFFFX - BDAIX
92%
Closely correlated
-0.61%
FAFGX - BDAIX
91%
Closely correlated
-0.61%
FFAFX - BDAIX
91%
Closely correlated
-0.61%
RGAHX - BDAIX
91%
Closely correlated
-0.62%
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