+Compare
BFIIX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
50.3M

BFIIX Baron FinTech Institutional Forecast, Technical & Fundamental Analysis

Category Technology
A.I.Advisor
published Highlights

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 106.13B. The market cap for tickers in the group ranges from 16.79B to 526.58B. V holds the highest valuation in this group at 526.58B. The lowest valued company is LPLA at 16.79B.

Volume

The average weekly volume growth across all stocks in the Baron FinTech Institutional MF was -69%. For the same stocks of the MF, the average monthly volume growth was -74% and the average quarterly volume growth was -74%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 48
Price Growth Rating: 30
SMR Rating: 45
Profit Risk Rating: 33
Seasonality Score: 24 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category Technology

Profile
Fundamentals
Details
Category
Technology
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PABCX16.12N/A
N/A
PGIM Balanced C
PHLOX8.57N/A
N/A
Philotimo Focused Growth and Income
CAIBX64.72N/A
N/A
American Funds Capital Income Bldr A
BGEUX12.21N/A
N/A
Baillie Gifford International Growth 3
HNGFX15.02N/A
N/A
Harbor International Growth Retirement

BFIIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, BFIIX has been closely correlated with SCMIX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if BFIIX jumps, then SCMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BFIIX
1D Price
Change %
BFIIX100%
N/A
SCMIX - BFIIX
86%
Closely correlated
N/A
FSCSX - BFIIX
84%
Closely correlated
N/A
JATNX - BFIIX
83%
Closely correlated
N/A
VITAX - BFIIX
82%
Closely correlated
N/A
FSPTX - BFIIX
80%
Closely correlated
N/A
More