MENU
+Compare
BTECX
Mutual Fund ticker: NASDAQ
AS OF
Jun 25 closing price
Price
$14.68
Change
+$0.09 (+0.62%)
Net Assets
83.57M

BTECX Baron Technology Institutional Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Technology
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Advanced Micro Devices (NASDAQ:AMD), Lam Research Corp (NASDAQ:LRCX), Spotify Technology SA (NYSE:SPOT).

Industry description

The investment seeks capital appreciation. The fund, under normal market conditions, invests at least 80% of its net assets in equity securities in the form of common stock of U.S. and non-U.S. technology companies of any market capitalization, selected for their durable growth potential from the development, advancement and use of technology, however, investments in non-U.S. securities are limited to 35% of the fund’s total assets at the time of purchase. Technology companies may be located anywhere in the world, including developing countries. The fund is non-diversified.

Market Cap

The average market capitalization across the Baron Technology Institutional MF is 1.21T. The market cap for tickers in the group ranges from 30.99B to 3.76T. NVDA holds the highest valuation in this group at 3.76T. The lowest valued company is IT at 30.99B.

Volume

The average weekly volume growth across all stocks in the Baron Technology Institutional MF was 32%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was 47%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 65
Price Growth Rating: 29
SMR Rating: 39
Profit Risk Rating: 30
Seasonality Score: 27 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category Technology

Profile
Fundamentals
Details
Category
Technology
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PNOV39.220.06
+0.15%
Innovator US Equity Power Buffer ETF Nov
IWX83.10-0.35
-0.42%
iShares Russell Top 200 Value ETF
PSCT45.59-0.21
-0.46%
Invesco S&P SmallCap Info Tech ETF
SMAY23.70-0.16
-0.69%
FT Vest US Sm Cp Mod Buffr ETF- May
IDVZ28.90-0.24
-0.84%
Opal International Div Inc ETF

BTECX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BTECX has been closely correlated with PRGTX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTECX jumps, then PRGTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTECX
1D Price
Change %
BTECX100%
N/A
PRGTX - BTECX
97%
Closely correlated
N/A
FSPTX - BTECX
96%
Closely correlated
N/A
JATNX - BTECX
94%
Closely correlated
N/A
VITAX - BTECX
91%
Closely correlated
N/A
CCIZX - BTECX
91%
Closely correlated
N/A
More