BGRIX Baron Generational Growth Institutional Forecast, Technical & Fundamental Analysis

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.

The average market capitalization across the Baron Generational Growth Institutional MF is 15.05B. The market cap for tickers in the group ranges from 5.07B to 41.6B. MSCI holds the highest valuation in this group at 41.6B. The lowest valued company is CHH at 5.07B.

The average weekly volume growth across all stocks in the Baron Generational Growth Institutional MF was -12%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -24%