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BHCUX Baron Health Care R6 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 R6 MF is 214.05B. The market cap for tickers in the group ranges from 1.17B to 739.66B. LLY holds the highest valuation in this group at 739.66B. The lowest valued company is RCKT at 1.17B.

Volume

The average weekly volume growth across all stocks in the Baron Health Care R6 MF was 19%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 76%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 71
Price Growth Rating: 48
SMR Rating: 65
Profit Risk Rating: 33
Seasonality Score: 46 (-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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BHCUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BHCUX 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 BHCUX jumps, then FSPHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BHCUX
1D Price
Change %
BHCUX100%
+1.10%
FSPHX - BHCUX
90%
Closely correlated
+1.20%
JFNIX - BHCUX
87%
Closely correlated
+1.20%
JNGLX - BHCUX
87%
Closely correlated
+1.20%
SHSAX - BHCUX
87%
Closely correlated
N/A
VHCIX - BHCUX
85%
Closely correlated
N/A
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