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BFGUX Baron Focused Growth R6 Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

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 R6 MF is 82.28B. The market cap for tickers in the group ranges from 3.63B to 559.85B. TSLA holds the highest valuation in this group at 559.85B. The lowest valued company is RRR at 3.63B.

Volume

The average weekly volume growth across all stocks in the Baron Focused Growth R6 MF was 113%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 154%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 51
Price Growth Rating: 41
SMR Rating: 52
Profit Risk Rating: 36
Seasonality Score: 15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
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BFGUX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BFGUX
1D Price
Change %
BFGUX100%
-0.22%
FSMAX - BFGUX
88%
Closely correlated
-1.06%
PMAQX - BFGUX
79%
Closely correlated
-0.37%
PEMGX - BFGUX
79%
Closely correlated
-0.35%
TRQZX - BFGUX
77%
Closely correlated
-0.68%
RPTIX - BFGUX
76%
Closely correlated
-0.68%
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