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BEXFX Baron Emerging Markets Retail Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Alibaba Group Holding Limited (NYSE:BABA).

Industry description

The investment seeks capital appreciation. The fund normally invests 80% of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets (EM) Index and other countries determined by the Adviser to be developing countries based on classifications made by the International Monetary Fund or on country characteristics similar to those of the countries in the EM index.

Market Cap

The average market capitalization across the Baron Emerging Markets Retail MF is 257.91B. The market cap for tickers in the group ranges from 178.41B to 774.4B. TSM holds the highest valuation in this group at 774.4B. The lowest valued company is BABA at 178.41B.

Volume

The average weekly volume growth across all stocks in the Baron Emerging Markets Retail MF was 4%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was 68%

Fundamental Analysis Ratings

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

Valuation Rating: 41
P/E Growth Rating: 66
Price Growth Rating: 58
SMR Rating: 56
Profit Risk Rating: 81
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category DiversifiedEmergingMkts

Profile
Fundamentals
Details
Category
Diversified Emerging Mkts
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
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BEXFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BEXFX has been closely correlated with VEMIX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if BEXFX jumps, then VEMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BEXFX
1D Price
Change %
BEXFX100%
-0.61%
VEMIX - BEXFX
88%
Closely correlated
-0.29%
VEIEX - BEXFX
88%
Closely correlated
-0.29%
VEMRX - BEXFX
88%
Closely correlated
-0.27%
RNWFX - BEXFX
88%
Closely correlated
-0.69%
VEMAX - BEXFX
88%
Closely correlated
-0.28%
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