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BHCHX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$19.34
Change
-$0.55 (-2.77%)
Net Assets
217.88M

BHCHX Baron Health Care Instl Forecast, Technical & Fundamental Analysis

Category Health
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 214.93B. The market cap for tickers in the group ranges from 1.25B to 739.66B. LLY holds the highest valuation in this group at 739.66B. The lowest valued company is RCKT at 1.25B.

Volume

The average weekly volume growth across all stocks in the Baron Health Care Instl MF was 48%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 68
Price Growth Rating: 49
SMR Rating: 65
Profit Risk Rating: 34
Seasonality Score: -5 (-100 ... +100)
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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
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BHCHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BHCHX has been closely correlated with FSPHX. 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 FSPHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BHCHX
1D Price
Change %
BHCHX100%
-0.35%
FSPHX - BHCHX
90%
Closely correlated
-0.43%
JFNIX - BHCHX
87%
Closely correlated
+0.10%
JNGLX - BHCHX
87%
Closely correlated
+0.10%
SHSAX - BHCHX
87%
Closely correlated
N/A
VHCIX - BHCHX
85%
Closely correlated
-0.10%
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