BFIIX Baron FinTech Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are VISA (NYSE:V), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU).

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.

The average market capitalization across the Baron FinTech Institutional MF is 179.78B. 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.

The average weekly volume growth across all stocks in the Baron FinTech Institutional MF was 21%. For the same stocks of the MF, the average monthly volume growth was 85% and the average quarterly volume growth was 74%