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BGLUX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$40.25
Change
-$1.74 (-4.14%)
Net Assets
596.45M

BGLUX Baron Global Advantage R6 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Shopify (NYSE:SHOP), CrowdStrike Holdings (NASDAQ:CRWD).

Industry description

The investment seeks capital appreciation. The fund is a diversified fund that, under normal circumstances, invests primarily in equity securities in the form of common stock of established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Index Net USD. At all times, it will have investments in equity securities of companies in at least three countries outside of the U.S. Under normal conditions, at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S. (at least 30% if foreign market conditions are not favorable).

Market Cap

The average market capitalization across the Baron Global Advantage R6 MF is 445.39B. The market cap for tickers in the group ranges from 32.7B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is NET at 32.7B.

Volume

The average weekly volume growth across all stocks in the Baron Global Advantage R6 MF was 22%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -48%

Fundamental Analysis Ratings

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

Valuation Rating: 85
P/E Growth Rating: 90
Price Growth Rating: 43
SMR Rating: 55
Profit Risk Rating: 39
Seasonality Score: -23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
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BGLUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BGLUX has been closely correlated with NPFCX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if BGLUX jumps, then NPFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BGLUX
1D Price
Change %
BGLUX100%
+0.57%
NPFCX - BGLUX
85%
Closely correlated
-0.25%
ANWPX - BGLUX
76%
Closely correlated
-0.23%
RNPCX - BGLUX
75%
Closely correlated
-0.26%
ANWFX - BGLUX
75%
Closely correlated
-0.25%
RPEBX - BGLUX
74%
Closely correlated
-0.24%
More