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BSFIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$33.07
Change
-$1.21 (-3.53%)
Net Assets
4.78B

BSFIX Baron Small Cap Instl Forecast, Technical & Fundamental Analysis

Category SmallGrowth
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 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)
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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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BSFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BSFIX has been closely correlated with WCMNX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if BSFIX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BSFIX
1D Price
Change %
BSFIX100%
-11.97%
WCMNX - BSFIX
96%
Closely correlated
-1.05%
WCMLX - BSFIX
96%
Closely correlated
-1.03%
NRGEX - BSFIX
90%
Closely correlated
-1.09%
VEXPX - BSFIX
81%
Closely correlated
-1.01%
VEXRX - BSFIX
81%
Closely correlated
-1.01%
More