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 Instl MF is 15.31B. The market cap for tickers in the group ranges from 3.63B to 38.37B. IT holds the highest valuation in this group at 38.37B. The lowest valued company is RRR at 3.63B.
Volume
The average weekly volume growth across all stocks in the Baron Small Cap Instl MF was -1%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was -27%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 68
Price Growth Rating: 51
SMR Rating: 44
Profit Risk Rating: 32
Seasonality Score: -10 (-100 ... +100)