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BRIFX Baron Real Estate Income Retail Forecast, Technical & Fundamental Analysis

Category RealEstate
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), American Tower Corp (NYSE:AMT), Wynn Resorts Limited (NASDAQ:WYNN).

Industry description

The investment seeks a combination of capital appreciation and current income. The fund invests at least 80% of its net assets in real estate income-producing securities and other real estate securities of any market capitalization, including common stocks and equity securities, debt and preferred securities, non-U.S. real estate income-producing securities, and any other real estate-related yield securities. It is likely to maintain a significant portion of its assets in real estate investment trusts ("REITs"). The fund is non-diversified.

Market Cap

The average market capitalization across the Baron Real Estate Income Retail MF is 46.74B. The market cap for tickers in the group ranges from 11.46B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is WYNN at 11.46B.

Volume

The average weekly volume growth across all stocks in the Baron Real Estate Income Retail MF was -10%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

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

Valuation Rating: 86
P/E Growth Rating: 62
Price Growth Rating: 43
SMR Rating: 73
Profit Risk Rating: 54
Seasonality Score: 17 (-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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BRIFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BRIFX has been closely correlated with CREFX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRIFX jumps, then CREFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BRIFX
1D Price
Change %
BRIFX100%
-0.06%
CREFX - BRIFX
94%
Closely correlated
+0.44%
CSEIX - BRIFX
94%
Closely correlated
+0.41%
CIRRX - BRIFX
94%
Closely correlated
+0.44%
DFREX - BRIFX
90%
Closely correlated
+0.31%
VRTPX - BRIFX
90%
Closely correlated
+0.13%
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