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BFTHX Baron Fifth Avenue Growth Retail Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), SERVICENOW (NYSE:NOW), Intuitive Surgical (NASDAQ:ISRG), Shopify (NYSE:SHOP), CrowdStrike Holdings (NASDAQ:CRWD), Trade Desk (The) (NASDAQ:TTD).

Industry description

The investment seeks capital appreciation through investments primarily in securities of large-sized growth companies. The fund invests primarily in equity securities in the form of common stock of U.S. large-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Market Cap

The average market capitalization across the Baron Fifth Avenue Growth Retail MF is 745.46B. The market cap for tickers in the group ranges from 32.7B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is NET at 32.7B.

Volume

The average weekly volume growth across all stocks in the Baron Fifth Avenue Growth Retail MF was 48%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 79
Price Growth Rating: 31
SMR Rating: 56
Profit Risk Rating: 31
Seasonality Score: 25 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
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BFTHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BFTHX has been closely correlated with GFAFX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if BFTHX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BFTHX
1D Price
Change %
BFTHX100%
-2.55%
GFAFX - BFTHX
90%
Closely correlated
-1.64%
GFACX - BFTHX
89%
Closely correlated
-1.65%
RGAFX - BFTHX
84%
Closely correlated
-1.65%
FAFGX - BFTHX
84%
Closely correlated
-1.65%
GAFFX - BFTHX
84%
Closely correlated
-1.66%
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