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BPTUX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$240.68
Change
+$1.34 (+0.56%)
Net Assets
7.3B

BPTUX Baron Partners R6 Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

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 R6 MF is 98.84B. 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 R6 MF was 31%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 111%

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: 59
Price Growth Rating: 44
SMR Rating: 38
Profit Risk Rating: 38
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
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BPTUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BPTUX has been closely correlated with RGACX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if BPTUX jumps, then RGACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BPTUX
1D Price
Change %
BPTUX100%
+0.56%
RGACX - BPTUX
86%
Closely correlated
-0.49%
GFAFX - BPTUX
82%
Closely correlated
-0.49%
GFACX - BPTUX
81%
Closely correlated
-0.49%
GFFFX - BPTUX
62%
Loosely correlated
-0.48%
CGFAX - BPTUX
61%
Loosely correlated
-0.49%
More