BTEEX Baron Technology Retail Forecast, Technical & Fundamental Analysis

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).

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.

The average market capitalization across the Baron Technology Retail MF is 1.28T. The market cap for tickers in the group ranges from 27.35B to 4.2T. NVDA holds the highest valuation in this group at 4.2T. The lowest valued company is IT at 27.35B.

The average weekly volume growth across all stocks in the Baron Technology Retail MF was -15%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -19%