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

BFIUX Baron FinTech R6 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 R6 MF is 105.47B. The market cap for tickers in the group ranges from 17.31B to 522.17B. V holds the highest valuation in this group at 522.17B. The lowest valued company is LPLA at 17.31B.

Volume

The average weekly volume growth across all stocks in the Baron FinTech R6 MF was 23%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -49%

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: 53
Price Growth Rating: 31
SMR Rating: 45
Profit Risk Rating: 34
Seasonality Score: -11 (-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 %
RMYCX8.840.02
+0.23%
Russell Inv Multi-Strategy Income C
EVSRX20.71N/A
N/A
Allspring Disciplined US Core R6
VVONX16.88-0.05
-0.30%
Invesco Value Opportunities R5
CICEX49.14-0.19
-0.39%
American Funds Invmt Co of Amer 529E
OFSCX16.21-0.07
-0.43%
Olstein Strategic Opportunities C

BFIUX and

Correlation & Price change

A.I.dvisor indicates that over the last year, BFIUX 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 BFIUX jumps, then SCMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BFIUX
1D Price
Change %
BFIUX100%
+0.22%
SCMIX - BFIUX
86%
Closely correlated
-0.09%
JATNX - BFIUX
83%
Closely correlated
+0.04%
VITAX - BFIUX
82%
Closely correlated
-0.06%
FSPTX - BFIUX
80%
Closely correlated
N/A
CCOYX - BFIUX
79%
Closely correlated
-0.09%
More