Ad is loading...
MENU

BGRFX Baron Growth Retail Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation through long-term investments primarily in securities of small-sized growth companies. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

Market Cap

The average market capitalization across the Baron Growth Retail MF is 24.04B. The market cap for tickers in the group ranges from 6.26B to 44.4B. MSCI holds the highest valuation in this group at 44.4B. The lowest valued company is CHH at 6.26B.

Volume

The average weekly volume growth across all stocks in the Baron Growth Retail MF was 26%. For the same stocks of the MF, the average monthly volume growth was 44% and the average quarterly volume growth was 52%

Fundamental Analysis Ratings

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

Valuation Rating: 81
P/E Growth Rating: 64
Price Growth Rating: 46
SMR Rating: 41
Profit Risk Rating: 32
Seasonality Score: 16 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Baron Investment Funds Trust767 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 %
ISIIX11.07-0.06
-0.54%
Voya International Index Port S2
JVSCX16.70-0.14
-0.83%
Janus Henderson Small-Mid Cap Value C
AFICX85.49-1.26
-1.45%
American Funds Fundamental Invs C
APSDX17.87-0.38
-2.08%
NYLI Fiera SMID Growth Class R6
QUAKX66.91-1.47
-2.15%
AB Small Cap Growth K

BGRFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BGRFX has been closely correlated with FSMAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if BGRFX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BGRFX
1D Price
Change %
BGRFX100%
-1.33%
FSMAX - BGRFX
93%
Closely correlated
-1.29%
PMAQX - BGRFX
85%
Closely correlated
-1.40%
PEMGX - BGRFX
85%
Closely correlated
-1.40%
JDMAX - BGRFX
76%
Closely correlated
-1.23%
JDMRX - BGRFX
75%
Closely correlated
-1.23%
More