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BSCFX
Mutual Fund ticker: NASDAQ
AS OF
May 8 closing price
Price
$28.07
Change
+$0.35 (+1.26%)
Net Assets
3.61B

BSCFX Baron Small Cap Retail Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests 80% of its net assets in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

Market Cap

The average market capitalization across the Baron Small Cap Retail MF is 14.58B. The market cap for tickers in the group ranges from 2.47B to 33.67B. IT holds the highest valuation in this group at 33.67B. The lowest valued company is ASGN at 2.47B.

Volume

The average weekly volume growth across all stocks in the Baron Small Cap Retail MF was -5%. For the same stocks of the MF, the average monthly volume growth was -44% and the average quarterly volume growth was 32%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 77
Price Growth Rating: 64
SMR Rating: 47
Profit Risk Rating: 47
Seasonality Score: 20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
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BSCFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BSCFX has been closely correlated with WCMNX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSCFX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSCFX
1D Price
Change %
BSCFX100%
N/A
WCMNX - BSCFX
95%
Closely correlated
N/A
WCMLX - BSCFX
95%
Closely correlated
N/A
NRGEX - BSCFX
90%
Closely correlated
N/A
VISGX - BSCFX
85%
Closely correlated
N/A
VSGAX - BSCFX
85%
Closely correlated
N/A
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