Notable companies
The most notable companies in this group are Tesla (NASDAQ:TSLA), Spotify Technology SA (NYSE:SPOT).
Industry description
The investment seeks capital appreciation.
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small- and mid-sized growth companies. The Adviser defines small- and mid-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell Midcap Growth Index at reconstitution. Because of its long-term approach, the fund could have a significant percentage of its assets invested in securities that have appreciated beyond their original market cap ranges. It is non-diversified.
Market Cap
The average market capitalization across the Baron Focused Growth Retail MF is 190.97B. The market cap for tickers in the group ranges from 3.41B to 1.45T. TSLA holds the highest valuation in this group at 1.45T. The lowest valued company is RRR at 3.41B.
Volume
The average weekly volume growth across all stocks in the Baron Focused Growth Retail MF was -26%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -42%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 45
Price Growth Rating: 50
SMR Rating: 61
Profit Risk Rating: 52
Seasonality Score: 48 (-100 ... +100)