Notable companies
The most notable companies in this group are VISA (NYSE:V), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU).
Industry description
The investment seeks capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities. The fund is non-diversified.
Market Cap
The average market capitalization across the Baron FinTech Institutional MF is 178.89B. The market cap for tickers in the group ranges from 22.02B to 573.25B. V holds the highest valuation in this group at 573.25B. The lowest valued company is TW at 22.02B.
Volume
The average weekly volume growth across all stocks in the Baron FinTech Institutional MF was -6%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 8%
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: 60
Price Growth Rating: 29
SMR Rating: 43
Profit Risk Rating: 14
Seasonality Score: 46 (-100 ... +100)