Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Tesla (NASDAQ:TSLA), Mastercard (NYSE:MA), Advanced Micro Devices (NASDAQ:AMD).
Industry description
The investment seeks capital appreciation through investments primarily in growth companies that benefit from technology advances.
The fund invests primarily in equity securities in the form of common stock of U.S. high growth businesses of any market capitalization selected for their capital appreciation potential. The Adviser may invest in companies in any sector or industry that the adviser believes will benefit from innovations and advances in technology.
Market Cap
The average market capitalization across the Baron Opportunity Instl MF is 1.19T. The market cap for tickers in the group ranges from 38.59B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is CSGP at 38.59B.
Volume
The average weekly volume growth across all stocks in the Baron Opportunity Instl MF was 15%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was -3%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 85
P/E Growth Rating: 65
Price Growth Rating: 34
SMR Rating: 36
Profit Risk Rating: 24
Seasonality Score: 5 (-100 ... +100)