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BSFIX Baron Small Cap Instl 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 at least 80% of its net assets in equity securities of U.S. small‑sized growth companies. BAMCO, Inc. (“BAMCO” or the “Adviser”) defines small‑sized companies as those with market capitalizations up to the largest market cap equity security in the Russell 2000 Growth Index at reconstitution, or the largest market cap equity security in the bottom 25% of the U.S. equity market by market capitalization, as measured by a broad market index such as the Russell 3000 Index, whichever is larger.

Market Cap

The average market capitalization across the Baron Small Cap Instl MF is 22.1B. The market cap for tickers in the group ranges from 806.59M to 117.49B. VRT holds the highest valuation in this group at 117.49B. The lowest valued company is ASGN at 806.59M.

Volume

The average weekly volume growth across all stocks in the Baron Small Cap Instl MF was -38%. For the same stocks of the MF, the average monthly volume growth was -47% and the average quarterly volume growth was -38%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 51
Price Growth Rating: 52
SMR Rating: 44
Profit Risk Rating: 67
Seasonality Score: 65 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Details
Category
Small Growth
Address
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
https://www.baroncapitalgroup.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%
+0.03%
WCMNX - BSFIX
96%
Closely correlated
-0.90%
WCMLX - BSFIX
96%
Closely correlated
-0.95%
NRGEX - BSFIX
90%
Closely correlated
+0.48%
NRGSX - BSFIX
75%
Closely correlated
+0.48%
VISGX - BSFIX
75%
Closely correlated
-0.94%
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Baron Small Cap Instl (BSFIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com