Notable companies
The most notable companies in this group are Tesla (NASDAQ:TSLA), Charles Schwab Corp (The) (NYSE:SCHW).
Industry description
The investment seeks capital appreciation.
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks (leverage) in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.
Market Cap
The average market capitalization across the Baron Partners Institutional MF is 99.06B. The market cap for tickers in the group ranges from 8.43B to 559.85B. TSLA holds the highest valuation in this group at 559.85B. The lowest valued company is MTN at 8.43B.
Volume
The average weekly volume growth across all stocks in the Baron Partners Institutional MF was -40%. For the same stocks of the MF, the average monthly volume growth was 91% and the average quarterly volume growth was 49%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 61
Price Growth Rating: 42
SMR Rating: 38
Profit Risk Rating: 38
Seasonality Score: 22 (-100 ... +100)