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 14.39B. The market cap for tickers in the group ranges from 2.58B to 31.32B. IT holds the highest valuation in this group at 31.32B. The lowest valued company is ASGN at 2.58B.
Volume
The average weekly volume growth across all stocks in the Baron Small Cap Instl MF was 64%. For the same stocks of the MF, the average monthly volume growth was 212% and the average quarterly volume growth was 171%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 76
Price Growth Rating: 77
SMR Rating: 48
Profit Risk Rating: 46
Seasonality Score: 32 (-100 ... +100)