MENU
+Compare
BHCHX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$18.39
Change
-$0.05 (-0.27%)
Net Assets
134.05M

BHCHX Baron Health Care Instl Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Health
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), Intuitive Surgical (NASDAQ:ISRG), Boston Scientific Corp (NYSE:BSX).

Industry description

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities in the form of common stock of companies engaged in the research, development, production, sale, delivery or distribution of products and services related to the health care industry. The Adviser uses various criteria to determine whether an issuer is engaged in activities related to the health care industry. It is non-diversified.

Market Cap

The average market capitalization across the Baron Health Care Instl MF is 179.73B. The market cap for tickers in the group ranges from 361.48M to 656.17B. LLY holds the highest valuation in this group at 656.17B. The lowest valued company is RCKT at 361.48M.

Volume

The average weekly volume growth across all stocks in the Baron Health Care Instl MF was -16%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 100
Price Growth Rating: 56
SMR Rating: 100
Profit Risk Rating: 58
Seasonality Score: -36 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category Health

Profile
Fundamentals
Details
Category
Health
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 %
DLQIX16.50N/A
N/A
BNY Mellon Large Cap Equity I
OPTFX91.74N/A
N/A
Invesco Discovery Large Cap A
SLGAX16.16N/A
N/A
SEI Large Cap F (SIMT)
HFCSX50.35N/A
N/A
Hennessy Focus Investor
JSIGX27.70N/A
N/A
Jacob Small Cap Growth Institutional

BHCHX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BHCHX
1D Price
Change %
BHCHX100%
N/A
VHCIX - BHCHX
90%
Closely correlated
N/A
FSPHX - BHCHX
90%
Closely correlated
N/A
JFNIX - BHCHX
87%
Closely correlated
-0.20%
JNGLX - BHCHX
87%
Closely correlated
-0.20%
SHSAX - BHCHX
87%
Closely correlated
N/A
More