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BREFX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$40.62
Change
-$0.10 (-0.25%)
Net Assets
2.24B

BREFX Baron Real Estate Retail Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Real Estate
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), DR Horton (NYSE:DHI), Las Vegas Sands Corp (NYSE:LVS), Lennar Corp (NYSE:LEN), Wynn Resorts Limited (NASDAQ:WYNN), MGM Resorts International (NYSE:MGM).

Industry description

The investment seeks capital appreciation. The fund normally invests 80% of its net assets for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment ("real estate companies"). It will invest more than 25% of its net assets in the real estate industry.

Market Cap

The average market capitalization across the Baron Real Estate Retail MF is 50.15B. The market cap for tickers in the group ranges from 9.78B to 133.97B. BX holds the highest valuation in this group at 133.97B. The lowest valued company is MGM at 9.78B.

Volume

The average weekly volume growth across all stocks in the Baron Real Estate Retail MF was 38%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -24%

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: 38
Price Growth Rating: 36
SMR Rating: 60
Profit Risk Rating: 56
Seasonality Score: -31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

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

Correlation & Price change

A.I.dvisor indicates that over the last year, BREFX has been closely correlated with VGSIX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BREFX jumps, then VGSIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BREFX
1D Price
Change %
BREFX100%
-0.25%
VGSIX - BREFX
83%
Closely correlated
N/A
VRTPX - BREFX
83%
Closely correlated
+0.51%
VGSLX - BREFX
83%
Closely correlated
N/A
VGSNX - BREFX
83%
Closely correlated
N/A
DFREX - BREFX
79%
Closely correlated
+0.55%
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